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 1:30 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....
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Basic Estate Planning Documents Part III: Irrevocable Trusts

01/02/2019 - 12:30 PM to 1:30 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....
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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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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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