Basic Estate Planning Documents Part I: Will, Power of Attorney, Health Care Proxy, Living Will and MOLST

11/07/2018 - 12:30 PM to 01:30 PM
This is the second program in Trusts & Estates' Practice Fundamentals series....
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Nuts and Bolts of Handling a MassHealth Appeal

11/06/2018 - 12:30 PM to 01:30 PM
This discussion will provide an overview of how to handle an appeal of a denial of a MassHealth application on behalf of your client. Learn what to expect at a fair hearing, and discuss the best practices for successfully representing your clients at the administrative level....
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Coming in as a Successor Trustee – Releases and Best Practices

11/02/2018 - 12:00 PM to 01:00 PM
Join the Trust Administration Committee for this program, in which Gerald Baker and Stacy Mullaney will discuss liability and exposure considerations for fiduciaries in connection with the acceptance of appointments as successor trustee....
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Planning for the Summer Home

10/26/2018 - 12:30 PM to 01:30 PM
Join the estate planning committee for their program on planning for a summer home or second residence....
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CLE: How Estate Planners, Fiduciaries, & Litigators “Fix” Trusts

10/23/2018 - 03:00 PM to 05:00 PM
Discussion on "tools” used to fix problems with trust terms and/or trust administration – such as decanting, modification, non-judicial settlement agreements, and court proceedings....
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The Unique Massachusetts Estate Tax Regime – Practice Tips and Peculiarities

10/04/2018 - 12:30 PM to 01:30 PM
*Please note this program has been rescheduled to Thursday, October 4th.* Attendees will learn about Massachusetts specific estate tax issues such as the effect of gifting on filing requirements, taxation of out-of-state real estate, and the long term impact of Massachusetts QTIP elections....
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Estate, Gift and GST Tax Basics for the New Estate Planner

10/03/2018 - 12:30 PM to 01:30 PM
This seminar is designed to give attendees the necessary instruction, materials and legal references to successfully identify whether or not a gift has been made, assets are includable in the decedent’s estate or a GST tax is or may be triggered at some point in the future. ...
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Welcome Reception Honoring New Chief Justice John D. Casey of the Probate & Family Court

09/20/2018 - 05:30 PM to 07:30 PM
The BBA's Family Law and Trusts & Estates Sections invites you to a cocktail reception welcoming new Chief Justice John D. Casey of the Massachusetts Probate & Family Court....
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Practice Management: Forming an Estate Planning Practice

09/05/2018 - 12:30 PM to 01:30 PM
Are you looking to form an Estate Planning practice? This program will answer all your questions! The speaker is an attorney who received his LL.M. in Taxation after law school and went on to specialize in Trusts & Estates. ...
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Identifying and Resolving Conflicts of Interest In Your Practice

06/22/2018 - 12:30PM to 1:30PM
Conflicts-of-interest present some of the trickiest challenges for any lawyer. This 1-hour program will address cutting-edge issues under the Rules of Professional Conduct as well as issues of civil liability for conflicts....
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Trusts & Estates Section Year in Review

06/22/2018 - 12:30 PM to 01:30 PM
An annual event not to be missed, the Trusts and Estates Section Year in Review covers recent federal and state case law, legislation and tax law matters. This year’s Year in Review will touch on currently pending trusts and estates related bills before the Massachusetts Legislature, including the Fiduciary Access to Digital Assets Act and updates on the recently formed “Decanting Committee”....
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Understanding the Fiduciary Litigation Session in the Probate and Family Court

06/07/2018 - 04:00 PM to 06:00 PM
Please join Trusts & Estates Section as they partner with the MBA for an interactive evening program to discuss practice before the Probate and Family Court’s new Fiduciary Litigation Session...
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Nonprobate Transfers: Joint Property, Retirement Planning, Life Insurance, Beneficiary Designation Forms, etc.

06/06/2018 - 12:30 PM to 01:30 PM
Please join Trusts & Estates for their final Practice Fundamental of the year. We'll cover Nonprobate Transfers - Joint Property, Retirement Planning, Life Insurance, Beneficiary Designation Forms, etc....
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Trusts & Estates Attorneys Paths to Success: How Did We Get There?

06/04/2018 - 12:00 PM to 01:00 PM
There is no one direct path to a successful career as a trusts and estate attorney. This program will offer its participants the chance to hear from different trusts and estates professionals, each of whom has taken a different path to find their chosen career....
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CLE: Ethical Issues in Trusts & Estates Practice

06/04/2018 - 03:00 PM to 06:00 PM
Our distinguished panel of experts will help practitioners understand and comply with the legal ethics requirements. The speakers will offer unique and practical insights on ethical issues...
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Best Practices When Dealing with Elders with Diminished Capacity

05/15/2018 - 12:30 PM to 01:30 PM
Your elderly client is acting erratically (or is that just the kids’ interpretation?) – what do you do?...
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Adventures in Art for Trustees – Best Practices, Risks, and Rewards

05/04/2018 - 12:00 PM to 01:00 PM
Join us to learn about art held as an asset in trusts – what to know, enjoy, worry about and avoid....
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The Fundamentals of Opening and Closing a Probate Proceeding

05/02/2018 - 12:30 PM to 01:30 PM
The probate process can be a daunting experience for those new to this area of law or returning to probate practice for the first time following the enactment of the Massachusetts Uniform Probate Code. Attendees of this program will receive an accessible overview of the fundamentals involved in the process of opening and closing probate that is specifically geared to new practitioners or those new to probate law....
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Estate and Income Tax Planning for “Small” Estates (Now Under $11 Million!)

04/26/2018 - 12:30 PM to 01:30 PM
This program will discuss estate tax and basis step-up planning choices for Massachusetts residents who expect to be subject to state but not federal estate tax—those with assets between about $1 million and $11.2 million per person....
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Introduction to How to Modify an Irrevocable Trust

04/04/2018 - 12:30 PM to 01:30 PM
This program will provide an introduction to various methods for modifying an irrevocable trust....
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Private Foundations - Rules of Behavior

03/20/2018 - 12:00PM to 01:00 PM
This program will be the 5th in the 7 part Tax-Exempt Fundamentals Series and focuses on the special rules applicable to private foundations, a subset of tax-exempt organizations....
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Introduction to Elder Law, Special Needs Planning and Guardianships/Conservatorships

03/07/2018 - 12:30 PM to 01:30 PM
This program will discuss the basics of elder law, including common planning strategies for long-term care, and planning strategies for those with disabilities, and the process of obtaining guardianship and/or conservatorship in the probate court. ...
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CLE - The Impact of the Tax Cuts and Jobs Act on Family Law, Divorce and Estate Planning

03/05/2018 - 03:00 PM to 05:00 PM
The new Tax Cuts and Jobs Act has been enacted and it is time to understand the potential impact on your clients....
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Durable Powers of Attorney

02/16/2018 - 12:00PM to 01:00 PM
This session will discuss practice tips for drafting and implementing durable powers of attorney....
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Touchy Topics of Engaging Counsel, the Privilege of Privilege, and Who Pays the Bill?

02/07/2018 - 12:00 PM to 01:00 PM
Join us for this lively panel presentation and discussion of many aspects of trustee litigation including how and when trustees should engage counsel, the risks and pitfalls of doing so or not doing so, how to allocate legal expenses to the trust and conversations with beneficiaries who may be in litigation with the trustees....
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Trusts & Estates Section Mid-Year Review

02/02/2018 - 12:30 PM to 01:30 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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Preparing Estate Tax Returns

01/03/2018 - 12:30 PM to 01:30 PM
This program will focus on estate tax returns - whether or not their required; how to find the information for them and how to prepare them....
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The Future of Legal Technology Webinar

12/06/2017 - 01:00 PM to 02:00 PM
Learn about the fundamentals of cloud computing for lawyers and the ethical considerations you should make when evaluating software for your firm....
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Life Insurance 101 – Irrevocable Life Insurance Trusts (“ILITS”) and Life Insurance Planning

12/06/2017 - 12:30 PM to 01:30 PM
This installment of the Trusts & Estates Practice Fundamentals highlights the benefits of Irrevocable Life Insurance Trust (“ILIT”) planning within a client’s estate plan....
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After the Docs: Advising Your Client's Special Needs Team on Implementing Their Estate Plan

11/21/2017 - 12:30 PM to 01:30 PM
Join us to lean how a lawyer can help with ongoing issues after a client executes an estate plan that includes a loved one with special needs. ...
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