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

02/06/2019 - 12:30 PM to 1:30 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....
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CLE: Family Business Planning – Select Income Tax, Estate Tax and Family Governance and Succession Issues

02/06/2019 - 3:00 PM to 5:00 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....
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Preparing Estate Tax Returns and Gift Tax Returns

03/08/2019 - 12:00 PM to 1:30 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....
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Special Needs Advocacy Toolkit: An Overview of Planning and Advocating for Individuals with Special Needs

03/19/2019 - 12:00 PM to 1:00 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....
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Nonprobate Transfers: Joint, Property, Retirement Planning, Life Insurance, Beneficiary Designations

04/03/2019 - 12:30 PM to 1:30 PM
This program will provide an overview of nonprobate transfers, which involve the transfer of a decedent’s property by methods other than via probate of the decedent’s will. The presentation will specifically highlight the treatment of joint property, retirement assets, life insurance and the use of beneficiary designations....
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Introduction to Estate Settlement

05/01/2019 - 12:30 PM to 1:30 PM
This program will provide an overview of the basic steps to administer the estate of a deceased person, including probate, paying debts, satisfying creditor claims, preparing income and estate tax returns, accountings, and the distribution of the decedent’s assets....
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