Sections > Trusts & Estates

Trusts & Estates

Providing education ranging from fundamental skills to the latest legislative changes

News

Program Materials: 5/4 Estate Planning for Intellectual Property

Monday, May 07, 2012
On May 4, the Estate Planning Committee hosted the brown bag lunch program "Estate Planning for Intellectual Property." At this program, Lucy Lovrien, an experienced trademark and copyright attorney, and estate planner Nancy Dempze of Hemenway and Barnes LLP, discussed how to handle estate planning for intellectual property assets. Read more to download the program materials.
+ Read Entire Article

Missed "Charitable Planning Opportunities" on 4/4? Watch it Online!

Tuesday, May 01, 2012
On April 4, the Practice Fundamentals Committee hosted the brown bag lunch program Charitable Planning Opportunities. At this program, speaker Donald Etheridge of Harvard Business School provided a broad overview of charitable planning techniques, including split interest gifts such as CLAT’s & CRUT’s, etc. He helped program participants understand the context when these gifts may be appropriate for clients to consider and provide useful insights on how to evaluate which techniques may be most appropriate. Did you miss this program? Watch the recording online and download the materials through West Legal Ed Center.
+ Read Entire Article

Trusts & Estates Committees

  • Ad Hoc Spousal Elective Share Committee
  • Elder Law and Disability Planning Committee
    This committee addresses a variety of legal matters generally associated with elder clients, disabled clients and clients with disabled dependents. Areas covered include basic and sophisticated estate planning, Medicaid planning, disability, SSI, special needs and long-term care planning, guardianship and conservatorship.

    Contact Information

    Steven M. Cohen

    Cohen & Oalican, LLP

    (617) 263-1035

    Matthew Marcus

    Colucci Colucci Marcus & Flavin, P.C.

    (617) 698-6000

  • Estate Planning Committee
    This committee provides a forum to exchange tax-planning ideas and discuss common problems among lawyers specializing in estate planning.

    Contact Information

    Susan L. Abbott

    Goodwin Procter LLP

    (617) 570-1787

    Allison M. McCarthy

    Riemer & Braunstein LLP

    (617) 880-3453

  • Fiduciary Litigation Committee
    This committee focuses on a range of litigation matters involving trusts and estates. Areas covered include will and trust contests, disputes over the distribution of trust assets, instrument interpretation, trust modifications and accounting actions.

    Contact Information

    Mark E. Swirbalus

    Goulston & Storrs - A Professional Corporation

    (617) 482-1776

    Arthur W. Young

    Bank of America Corporation - Legal Department

    (617) 346-2794

  • New Developments Committee
    This group of lawyers works to track developments in trusts & estates law.

    Contact Information

    Kristin T. Abati

    Choate Hall & Stewart LLP

    (617) 248-5266

    Stacy K. Mullaney

    Fiduciary Trust Company, Boston

    (617) 549-0339

  • Practice Fundamentals Committee
    A part of the Trusts & Estates Section, the Estate Planning Fundamentals Committee focuses on the fundamentals of trusts and estates practice. Its monthly meetings typically feature a presentation on topics of interest to new practitioners. The committee welcomes practitioners with all levels of experience, but its activities are most valuable to trusts and estates practitioners with less than five years of experience.

    Contact Information

    Matthew R. Hillery

    Edwards Wildman Palmer LLP

    (617) 239-0289

    Geoffrey M. Mason

    Ropes & Gray LLP

    (617) 951-7057

    Scott E. Squillace

    Squillace & Associates, PC

    (617) 716-0300

  • Steering Committee
    The leadership committee of the Section organizes programs and discusses policy. To inquire about opportunities, please contact the Section Co-Chairs.
  • Tax Law Update Committee
  • Trusts & Estates Education Committee
    Help develop relevant and innovative educational sessions led by a diverse group of talented speakers who cover trusts and estates issues.

    Contact Information

    Leiha Macauley

    Day Pitney LLP

    (617) 345-4602

    Adrienne Penta

    Brown Brothers Harriman & Co.

    (617) 772-6728

    Andrew D. Rothstein

    Goulston & Storrs - A Professional Corporation

    (617) 574-4089

  • Trusts and Estates Communications Committee
    This committee publishes information relevant to the trusts & estates bar. If you are interested in an editorial position or publishing an article, please contact us.

    Contact Information

    Joshua S. Miller

    Bank of New York Mellon

    (617) 722-7630

    Kerry Spindler

    Goulston & Storrs - A Professional Corporation

    (617) 482-1776

  • Trusts and Estates Pro Bono Committee
    This committee focuses on pro bono projects to suit those newer to the practice of law.

    Contact Information

    Peter M. Shapland

    Day Pitney LLP

    (617) 345-4766

    Cameron Casey

    Ropes & Gray LLP

    (617) 951-7987

  • Trusts and Estates Public Policy Committee
    The BBA is very active in legislative and regulatory changes. Trusts and Estates attorneys are often asked to lend their expertise.

    Contact Information

    Brad Bedingfield

    Wilmer Cutler Pickering Hale and Dorr LLP

    (617) 526-6604

    Kelly A. Aylward

    Bove & Langa, P.C.

    (617) 7206040

  • Uniform Laws Committee