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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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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