Estate Planning Considerations When Common Law Property and Community Property Intersect

11/13/2017 - 12:30 PM to 01:30 PM
As we live in an increasingly mobile society, it is important to understand the property law concepts associated not just with our own common law property system, but also with community property systems. When you encounter married clients that have lived in, or are moving to, a state with community property laws, an understanding of both common law and community property law is necessary to properly advise these clients with respect to their estate plans....
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CLE- You Can't Take It With You: Issues With Real Estate In A Probate Estate

11/09/2017 - 03:00 PM to 05:00 PM
Join Trusts and Estates and Real Estate for a CLE on how to navigate the Massachusetts Uniform Probate Code when an Estate owns real estate....
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The Fundamentals of Advance Health Care Planning –What Healthcare and Trusts and Estates Lawyers Really Need to Know

11/02/2017 - 12:00PM to 1:00PM
Join us for a discussion on the fundamentals of advance health care planning in Massachusetts....
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Basic Estate Planning Documents

10/30/2017 - 12:30 PM to 01:30 PM
This installment of Trust & Estates Practice Fundamentals will provide an introduction to core estate planning documents....
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Special Needs Estate Planning for Families with Children with Disabilities

10/27/2017 - 12:30 PM to 01:30 PM
This program provides an overview of the unique estate planning issues involved when planning for a family with a child with disabilities....
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Preventing Misuse of Trust and Estate Assets During Fiduciary Litigation: Preliminary Equitable Relief and Other Strategies

10/17/2017 - 12:30 PM to 01:00 PM
This brown bag lunch program will discuss strategies for obtaining preliminary equitable relief to prevent the misuse of assets of a trust or estate....
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Trust Assets in Divorce - Trustees and Trust Advisors Beware!

10/10/2017 - 12:00 PM to 01:00 PM
This brown bag lunch seminar discusses best practices that trustees and trust advisors may want to consider to keep divorcing non-beneficiary spouses at bay....
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Estate, Gift and GST Tax Basics for the New Estate Planner

10/04/2017 - 12:30 PM to 01:30 PM
Looking to learn the fundamentals of Estate, Gift and GST Tax Planning for Massachusetts residents? Join us at this program!...
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How Parents Can Divorce-Proof Their Children’s Inheritance

09/08/2017 - 12:30 PM to 01:30 PM
Join the Estate Planning Committee for their first program of the year as the give an overview of considerations for an estate planner to protect a client’s assets in the event of a child’s divorce...
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Practice Management: Forming an Estate Planning Practice

09/06/2017 - 12:30 PM to 01:30 PM
Are you looking to form an Estate Planning practice? This program will answer all your questions!...
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Modifying & Terminating Trusts under the MUTC: A Roundtable Discussion

06/26/2017 - 12:30 PM to 01:30 PM
Join us to learn about the practice and procedures concerning the modification and termination of trusts under the MUTC!...
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CLE - Trusts & Estates Section Year End Review

06/21/2017 - 12:00 PM to 02:00 PM
An annual event not to be missed, the Trusts and Estates Section Year-End Review covers recent federal and state case law, legislation and tax law matters....
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State of Trust Decanting in Massachusetts following the Ferri v. Powell-Ferri and

06/08/2017 - 12:30 PM to 01:30 PM
Come hear about the current state of the law of decanting in Massachusetts!...
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Introduction to Elder Law

06/07/2017 - 12:30 PM to 01:30 PM
Join us for an introduction to MassHealth, Long-Term Care Planning and Elder Law!...
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CLE - The Intersection of Estate and Income Tax Planning

05/30/2017 - 04:00 PM to 06:00 PM
Please join the Trusts & Estates CLE committee to learn how to plan in a way that allows for flexibility in maximizing the income and estate tax benefits for clients and families....
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Charitable Giving Basics for Estate Planners

05/19/2017 - 12:30 PM to 01:00 PM
Learn how best to advise your clients when making charitable gifts....
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Grey Divorce – the Intersection of Divorce and Elder Law

05/16/2017 - 12:30 PM to 01:30 PM
Seasoned practitioners will review issues attorneys encounter when faced with a grey divorce including long term planning issues, family law issues and capacity issues concerning the same....
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Nonprobate Transfers: Joint Property, Retirement Planning, Life Insurance, Beneficiary Designation Forms, etc.

05/03/2017 - 12:30 PM to 01:30 PM
Join us to learn about non-probate planning!...
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Introduction to Estate Tax Return Preparation

04/05/2017 - 12:30 PM to 01:30 PM
This program will take a look at the ABC's of the 706/ We will discuss the preparation of Form 706 and the problem areas that arise on review and audit of this return....
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The Ins and Outs of QDOTs—Planning for the Non-Citizen Spouse

03/24/2017 - 12:30 PM to 01:00 PM
This program will discuss the strategic use of QDOTs in estate planning, for estates of all sizes, as well as various issues that can arise in the administration of a QDOT....
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Estate Planning with Real Estate

03/20/2017 - 12:00 PM to 12:00 PM
Join us to learn how to identify potential issues regarding real estate that should be discussed with estate planning clients, how to protect real estate assets from creditors and long term care, how to smartly and efficiently pass on real estate assets to client beneficiaries and which estate planning vehicles are most appropriate to achieve a client’s objectives....
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CLE - Cross-Border Estate Planning

03/01/2017 - 04:00 PM to 07:00 PM
The presenters will discuss various estate planning techniques and considerations for non U.S. persons and U.S. persons living abroad, including the taxation of non-U.S. persons; the creation, administration and reporting of foreign trusts; planning for the non-citizen spouse and qualified domestic trusts; and U.S. reporting requirements for foreign assets. Attendees will leave with a general understanding of these techniques and the ability to identify situations where such planning is needed....
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Lifetime Planning on Death's Door

02/24/2017 - 12:30 PM to 01:00 PM
This program will cover the estate and business planning opportunities available to clients with shorter life expectancies, as well as the relevant income, estate and gift tax considerations....
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Gift Tax Intensive: Taxable Gift Planning/Pitfalls and Introduction to Gift Tax Return Preparation

02/15/2017 - 12:30 PM to 01:30 PM
Join us to learn how to determine whether a gift tax return is required and, if so, to prepare basic gift tax returns for their clients with confidence that the gifts are properly reported and the clients’ exemptions appropriately allocated....
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Expert Witnesses in Fiduciary Litigation: When, What, Why, Who and How

02/14/2017 - 12:30 PM to 01:30 PM
The program will focus on all types of expert witnesses in fiduciary litigation, but with a particular emphasis on medical experts and questions of mental capacity. ...
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Non-Judicial Settlement Agreements: How Are They Being Used?

02/08/2017 - 12:30 PM to 01:00 PM
Join us to hear from an expert panel of trusts & estates attorneys on how non-judicial settlement agreements are being used by trustees to facilitate trust administration and resolve issues....
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Opening and Closing Massachusetts Probate Matters

02/01/2017 - 12:30 PM to 01:30 PM
This program will focus on the ins and outs of opening and closing probate matters in Massachusetts. Participants will explore the options available to practitioners, and learn “tricks of the trade” for smoothly navigating the probate procedure....
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The Fundamentals of Advance Health Care Planning –What Healthcare and Trusts and Estates Lawyers Really Need to Know

01/30/2017 - 12:30 PM to 01:30 PM
Join us to hear about how to effectively assist your clients in completing advance health care directives and otherwise how to ensure you clients’ wishes regarding health care are known and respected....
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Trusts & Estates Section Mid-Year Review

01/27/2017 - 12:30 PM to 01:00 PM
An annual event not to be missed, the Trusts and Estates Section Mid-Year Review covers recent federal and state case law, legislation and tax law matters....
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Tax-Exempt Organizations Section Special Speakers Series: De-Mystifying Donor Advised Funds: Charitable Giving and the Financial Services Industry

01/19/2017 - 12:00 PM to 01:00 PM
Professor Ray Madoff will explain the history of DAFs and the reason for their extraordinary popularity, considering such issues....
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How Will the Election Affect Health Care for Elders

01/17/2017 - 12:30 PM to 01:30 PM
With the new administration taking office in January and with the new proposed changes to the MassHealth regulations, practitioners are wondering what changes are in store for their clients receiving Medicare or Masshealth benefits. This luncheon will give a quick overview of health care changes which will happen and that are likely to happen....
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Basic Estate Planning Documents: Will, Revocable Trust, Power of Attorney and Health Care Proxy

12/07/2016 - 12:30 PM to 01:30 PM
Join the Trusts & Estates Section for an overview of the basic/core estate planning documents, including a Will, trust, Durable power of Attorney and Health Case Proxy. After this seminar, attendees will know the key components, requirements, and purposes of the core estate planning documents....
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Dude, Where’s My Trust? Income Tax Domicile of Trusts in Massachusetts and Surrounding States

12/02/2016 - 12:30 PM to 01:00 PM
Panelists will cover when each of the six New England states has the authority to tax capital gains income of trusts with resident trustees or other ties to the state. The attendees will also know of the practical steps that they can take to minimize state fiduciary income taxes....
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Estate, Gift and GST Tax Basics for the New Estate Planner

11/28/2016 - 12:30 PM to 01:30 PM
This program will provide an introduction to the estate, gift and generation-skipping transfer taxes. Our speakers will describe the key components of each tax, explain how the taxes relate to one another, and provide context for how each tax is relevant for purposes of preparing an estate plan....
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