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Trusts & Estates

Providing education ranging from fundamental skills to the latest legislative changes

We Need Your Help! Participate in our MUPC Survey.

Monday, October 22, 2012
The Boston Bar Association’s Trusts & Estates Section has sponsored several educational programs introducing the new Massachusetts Uniform Probate Code (“MUPC”) to Massachusetts attorneys.

The Trusts & Estates Section, in collaboration with the Massachusetts Bar Association, would like to understand how implementation of the new MUPC procedures has progressed in the various Massachusetts counties. Please take a few minutes to complete a brief, 7-question survey, found here, and share your perspective and experiences with respect to speed of appointments, time to process filings, using the new MUPC forms, and any other feedback you might have about the new procedures.

Responses are due by Friday, October 26, 2012.

Thank you for your participation. We look forward to your responses.
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Trusts & Estates Committees

  • Ad Hoc Spousal Elective Share Committee
    Ad Hoc Spousal Elective Share Committee

    Contact Information

    Deborah J. Manus

    Nutter McClennen & Fish LLP

    (617) 439-2637

    Colin M. Korzec

    U.S Trust Corporation

  • 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

    Michael A. Stankavish

    Pabian & Russell, LLC

    (617) 951 3100

    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

    Andrew D. Rothstein

    Goulston & Storrs - A Professional Corporation

    (617) 574-4089

    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

    Arthur W. Young

    Bank of America Corporation - Legal Department

    (617) 346-2794

    Laura E. D'Amato

    Goulston & Storrs - A Professional Corporation

    (617) 482-1776

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

    Contact Information

    William K. Moran

    Bass, Doherty & Finks, PC

    (617) 783-0493

    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

    Christopher D. Perry

    Northern Trust

    (617) 235-1835

    Geoffrey M. Mason

    Ropes & Gray LLP

    (617) 951-7057

    Matthew R. Hillery

    Edwards Wildman Palmer LLP

    (617) 239-0289

  • 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

    Adrienne Penta

    Brown Brothers Harriman & Co.

    (617) 772-6728

    Leiha Macauley

    Day Pitney LLP

    (617) 345-4602

  • 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

    Nikki Marie Oliveira

    Bass, Doherty & Finks, PC

    (617) 787-5551

  • 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

    Kelly A. Aylward

    Bove & Langa, P.C.

    (617) 7206040

    Mark E. Swirbalus

    Goulston & Storrs - A Professional Corporation

    (617) 574-4119

  • Trusts and Estates Public Service Committee
    This committee, working in collaboration with the Probate & Family Court and the Massachusetts Bar Association created the Massachusetts Uniform Probate Code Resource Desk. The aim of the Resource Desk is to assist attorneys with understanding the transition to the new Code and how it affects their practice. Volunteers will be providing advice and guidance to the attorneys.

    Contact Information

    Peter M. Shapland

    Day Pitney LLP

    (617) 345-4766

    Kerry Spindler

    Goulston & Storrs - A Professional Corporation

    (617) 482-1776

    Cameron Casey

    Ropes & Gray LLP

    (617) 951-7987

  • Uniform Laws Committee
    Uniform Laws Committee