Utilizing and Administering Non-Probate Transfers

04/03/2019 - 12:30 PM to 01:30 PM
This program will provide an overview of the various types of non-probate transfers. It will include how to utilize these transfers to benefit your client and how to administer the assets upon a client’s passing. There will be time for questions and discussion at the end....
+ Read More

Special Needs Advocacy Toolkit: An Overview of Planning and Advocating for Individuals with Special Needs

03/19/2019 - 12:30 PM to 01:30 PM
This discussion will provide a basic overview of planning considerations and options when working with families with a special needs individual. Attendees will learn about current legal and financial planning options as well as public benefits and community resources available to support individuals with special needs....
+ Read More

Preparing Estate Tax Returns and Gift Tax Returns

03/08/2019 - 12:00 PM to 01:30 PM
This program will provide an overview of the federal estate tax return (Form 706) and the federal gift tax return (Form 709), which are used to report and pay tax on bequests and lifetime gifts and are an integral part of estate planning and administration....
+ Read More

The Good, the Bad and the Ugly of Digital Assets

03/05/2019 - 12:30 PM to 01:30 PM
This program will provide a brief overview of digital assets, the growing importance of planning for digital assets, the current practical and legal challenges associated with digital assets and finally the Uniform Law Commissioners approach to the issues....
+ Read More

CLE: Family Business Planning – Select Income Tax, Estate Tax and Family Governance and Succession Issues

02/06/2019 - 03:00 PM to 06:00 PM
On February 6, two experts in the field will discuss best practices for establishing family business governance structures and devising key estate and income tax planning strategies....
+ Read More

Decanting, Non-judicial Settlement Agreements and other Trust Amendment Alternatives

02/06/2019 - 12:30 PM to 01:30 PM
This program will provide an introduction to various methods for modifying an irrevocable trust, including how and when to consider: (1) Modifications under the Massachusetts Uniform Trust Code, (2) reformations, (3) non-judicial settlement agreements, and (4) decanting....
+ Read More

My Life as a Special Needs Trustee

01/15/2019 - 12:30 PM to 01:30 PM
This presentation will discuss being Trustee or advising Trustees of a special needs trusts...
+ Read More

Trusts & Estates Section Mid-Year Review

01/04/2019 - 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....
+ Read More

Basic Estate Planning Documents Part III: Irrevocable Trusts

01/02/2019 - 12:30 PM to 01:30 PM
This program will provide an introduction to the use of irrevocable trusts in estate planning, including income and estate tax implications, drafting considerations, and avoiding potential pitfalls....
+ Read More

Charging and Defending Trustee Fees in Massachusetts: What is Reasonable?

12/18/2018 - 12:30 PM to 01:30 PM
In this program, we will address charging and defending trustee fees from several viewpoints, including that of a trustee, a probate litigator, and an expert witness. Learn different methods used by trustees to set their fees, the factors courts consider when reviewing fees for “reasonableness” and practical tips for avoiding and resolving trustee fee disputes....
+ Read More

Basic Estate Planning Documents Part II: Revocable Trusts

12/05/2018 - 12:30 PM to 01:30 PM
This program will provide an introduction to revocable trusts in estate planning and review the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions. The program will also provide drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts. ...
+ Read More

Clients Who Are Potential Elder Fraud or Financial Exploitation Victims: Identifying Red Flags and What Attorneys Can To Do

11/30/2018 - 12:30 PM to 01:30 PM
Come learn about what red flags to watch for when evaluating whether your client is showing signs of diminished capacity and at risk of becoming a victim of elder fraud or financial exploitation....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More

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. ...
+ Read More

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....
+ Read More

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. ...
+ Read More

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....
+ Read More

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”....
+ Read More

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...
+ Read More

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....
+ Read More

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....
+ Read More

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...
+ Read More

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?...
+ Read More

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....
+ Read More

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....
+ Read More

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....
+ Read More