Planning From Abroad: Inbound Planning Strategies

11/21/2014 - 12:30PM to 1:30PM
This program will provide practical strategies for advising non-US persons who plan to become residents and/or domiciled in the US for tax purposes,or wish to transfer wealth to US family members....
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Estate, Gift, and GST Tax Basics for the New Estate Planner

11/05/2014 - 12:30PM to 1:30PM
This program will provide an introduction to the estate, gift and generation-skipping transfer taxes. Our speaker will describe the key components of each tax, explain how the taxes relate to one another, and provide context for how each tax is relevant for purposes of preparing an estate plan. This program is particularly relevant for new estate planners....
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The Basics of Purpose Trusts

10/23/2014 - 12:30PM to 1:30PM
This program will help attendees understand the concept of a trust without beneficiaries and how they may be used in an estate plan. ...
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CLE - The Intersection of Estate Planning and Family Law

10/07/2014
Learn the best practices and effective solutions when dealing with discretionary trusts, pre and postnuptial agreements, and divorce....
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Estate Planning Practice Management: Starting, Surviving and Succeeding

10/01/2014 - 12:30PM to 1:30PM
Practicing as an estate planning attorney offers a unique set of potential challenges and successes for the practitioner. These “low’s” and “high’s” may be amplified for new attorneys, attorneys transitioning from larger firms to smaller firms or to solo practices and experienced attorneys transitioning to the T&E Bar. Though case studies, our presenter will share his tips to (i) surviving common pitfalls awaiting the estate planner and (ii) seizing opportunities to successfully manage your practice, including: starting your practice, life-cycle of the client relationship and marketing yourself....
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Trust Administration Within The New Paradigm of Estate Planning

09/19/2014 - 12:30PM to 1:30PM
At this program attendees will learn what to consider and think about when drafting and administering trusts in the current income and transfer tax environment....
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BBA Career Series: What's it REALLY Like Being a Trusts & Estates Attorney?

09/17/2014 - 12:00PM to 1:00PM
Get an inside look at what it's like to be a trusts & estates practitioner. Join us to hear practitioners speak about the path that led them to their career, learn about the day-to-day reality of their work, and get advice for your own career development....
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A Practical Guide to Estate Administration

06/24/2014 - 12:30PM to 1:30PM
This brown bag lunch presentation will provide an overview of estate administration topics in Massachusetts. The target member of the audience is the practitioner who wants a practical and fundamental review of Massachusetts estate administration. The speakers will focus on estate administration under the Massachusetts Uniform Probate Code, administration of non-probate assets, trust administration, estate taxes, income taxes, and disclaimer planning....
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Taxes, Charities, Conservation Land, Biodiversity, and Climate Change Unite in New England Forestry Foundation, Inc. v. Board of Assessors of Hawley

06/23/2014 - 12:00PM to 1:00PM
This program will discuss the Supreme Judicial Court’s recent decision in New England Forestry Foundation, Inc. v. Board of Assessors of Hawley, a case with implications for thousands of acres of conservation land and municipal tax revenue....
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Expert Witnesses in Fiduciary Litigation: Selection, Use, and Cross Examination

06/17/2014 - 12:30 PM to 01:30 PM
Few areas of the law combine obscure and cutting-edge legal concepts, and their application to such a diverse variety of facts, than T&E litigation. No wonder, then, that T&E litigation often requires expert testimony. To help guide practitioners through this thicket, we are very pleased to welcome Robert H. Sitkoff (“Rob”), John L. Gray Professor of Law, Harvard Law School, to join us in discussing this important topic, including selection, use, and cross examination of experts in T&E litigation. ...
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CLE - Trusts & Estates Year in Review

06/10/2014
An annual hit among estate planning practitioners, this seminar offers attendees the opportunity to learn about the year’s significant developments in Massachusetts and federal laws that affect every estate planning practice....
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Estate and Gift Taxes & Non-Citizen Spouses: Relevant Tax Rules and Planning Ideas

05/30/2014 - 12:00PM to 1:00PM
Transfers to a spouse who is a citizen of the United States generally qualify for the estate and gift tax marital deductions for US wealth transfer tax purposes. However, transfers to a spouse who is not a US citizen do not qualify for the marital deduction unless certain qualifications are met. This program will provide an overview of the relevant tax rules and planning ideas....
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Irrevocable Income Only Trusts: What is Medicaid’s Current Interpretation

05/20/2014 - 12:30 PM to 01:30 PM
In this program we will break down the recent Medicaid opinions regarding Irrevocable Income Only Trusts and have a round-table discussion about what practitioners in the field are doing about drafting their irrevocable income only trusts....
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Ethical Issues and Traps with Estate Planning and Estate Administration

05/19/2014 - 12:00PM to 1:00PM
Join us for a roundtable discussion of ethical issues and traps for practitioners involved in estate planning and estate administration. Fees, billing, conflicts and other topics will be discussed during this helpful roundtable discussion. Estate planning/administration lawyers, professional trustees and estate representatives and professional malpractice/discipline lawyers will benefit from this discussion....
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CLE - You Can’t Touch This: Conservation Restrictions in Estate Planning and as Mitigation in Development Projects and Enforcement

05/07/2014
This program will provide an in-depth guide to the newest approaches for protecting conservation land, conservation restrictions (CR), funding opportunities, and estate planning and tax considerations. ...
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Life Insurance 101: A Guide to Life Insurance Products for the New Estate Planner

05/07/2014 - 12:30 PM to 01:30 PM
This session will educate new attorneys on the nuts and bolts of insurance products. Speaker David E. Appel, of Appel Insurance Advisors, LLC, will provide a “101” review of the different life insurance products we commonly see in our estate planning practices....
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The Use of Mediation to Provide Creative Solutions in Family Business Matters

04/25/2014 - 09:00 AM to 11:30 AM
This interactive program will bring experts in mediation to the BBA in this free CLE program. The panel will demonstrate best practices and techniques through a series of mock mediations addressing issues related to closely held and family businesses....
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Compromise and Settlement Agreements under the MUPC and MUTC: New Opportunities?

04/08/2014 - 12:30 PM to 01:30 PM
Each of the MUPC and MUTC contain provisions to settle controversies. Issues arise under each of the statutes, however, including what parties are required to enter into the settlement or compromise agreement, who is bound by the agreement, and whether court approval is necessary or desirable. Bring your questions and war stories to what promises to be an interesting discussion....
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CLE - The Homestead Exemption: You've Filed, Now What?

04/02/2014
Join us for a detailed look at the Homestead Exemption - covering the latest legislative updates, cases, and how the law applies to trusts, life estates and other property interests. From filing for a Massachusetts Homestead Act Exemption to utilizing one in the course of bankruptcy, our panel of experts will provide practical strategies for use in your practice....
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Special Needs Trust Basics for Estate Planners

03/18/2014 - 12:30 PM to 01:30 PM
Are you not sure what to tell your client when they tell you that they have a disabled child that needs a special needs trust? This presentation will describe the basics regarding the need for a trust, whether funded by the disabled individual or by a third-party. Specifics include understanding which trust model to choose, which public benefits require the government mandated Medicaid payback trust, how to incorporate a special needs trust into a traditional estate plan, and knowing when to seek additional assistance from a special needs trust expert. Common taxation issues involving special needs trusts will also be covered....
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Non-Judicial Settlement Agreements: How to Use This Relatively New Tool in Practice

03/07/2014 - 12:30 PM to 01:30 PM
When the MUTC was enacted in 2012, it gave practitioners the option (for the first time in Massachusetts) to resolve trust matters pursuant to a Non-Judicial Settlement Agreement. Among other matters, this program will answer the following questions:...
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CLE - Fiduciary Income Tax: Planning and Strategies

03/06/2014
Join us for an in depth look at the complicated income tax rules of fiduciary accounting relative to estates and trusts, and how to keep your practice and your clients in compliance with the latest requirements and considerations....
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Grantor Trust Rules Basics

03/05/2014 - 12:30 PM to 01:30 PM
Christopher Perry, Esq. (of Northern Trust) & Anne Marie Towle, Esq. (of Athena Capital Management) will review the grantor trust rules in general and explore hypothetical scenarios designed to illustrate how a trust can become a grantor trust for income tax purposes, sometimes with unintended consequences for the grantor. Potential pitfalls will be identified and techniques for avoiding these pitfalls will be suggested....
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What’s New In the World of Fiduciary Litigation

02/27/2014 - 12:30PM to 02:00PM
This program will provide an overview of recent decisions of note issued by the Massachusetts courts on topics related to fiduciary litigation....
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Basic Estate Planning Documents II: Revocable Trusts

02/24/2014 - 12:30 PM to 01:30 PM
Matthew Hillery, of Edwards Wildman Palmer LLP, will provide an introduction to revocable trusts in estate planning. He will review the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions. He will also provide drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts....
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The Case Against the Trust Protector

02/04/2014 - 12:30 PM to 01:30 PM
This discussion by Attorney Alexander A. Bove, Jr. will review the status of the trust protector in the U.S., when and why to use them, and how the laws of various states affect the role. He will also offer his comments on whether the recent landmark case in Missouri will change the rules, and conclude with some drafting tips if a protector is engaged....
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Trusts & Estates Mid-Year Review

01/24/2014 - 12:30 PM to 01:30 PM
Our panelists will address the newest developments in Massachusetts case law and federal estate, gift, generation-skipping transfer, and fiduciary income tax law, focusing on those from June 2013 through December 2013. Included in the cases to be discussed will be Morse v. Kraft, as well as other noteworthy decisions impacting best practices in our field....
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Virtual Representation: Opportunities and Pitfalls

01/23/2014 - 12:30 PM to 01:30 PM
Jennifer Locke will give a short overview of various issues presented by virtual representation, which will be followed by a group discussion. Bring your questions and hypotheticals for the group to kick around!...
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What Every Estate Planner Should Know About Copyright Law, the Right of Termination and Royalties

01/23/2014 - 12:30 PM to 01:30 PM
The 1978 revision to the copyright law granted authors, artists, songwriters, and other such creators the right to terminate any transfers or assignments of rights after 35 years. This session will provide a brief introduction to copyright law, the right of termination, and how to avoid problems when representing artistic client....
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Basic Estate Planning Documents I: Will, Introduction to the Revocable Trust, Power of Attorney and Health Care Proxy

01/08/2014 - 12:30 PM to 01:30 PM
Jennifer Ewing, of Ropes & Gray LLP, will provide an introduction to basic estate planning documents. She will review the key components and drafting suggestions for wills, Massachusetts powers of attorney, and Massachusetts health care proxies, as well as an introduction to revocable trusts....
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Qualified Beneficiaries Under the Massachusetts Uniform Trust Code

12/13/2013 - 12:30 PM to 01:30 PM
This meeting will discuss the role of qualified beneficiaries under the Massachusetts Uniform Trust Code, including definitional and operational considerations....
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T&E Practice Fundamentals: Primer on Portability

12/04/2013 - 12:30 PM to 01:30 PM
Anne Katsas, of Port Estate Planning, will review the rules related to portability of the estate tax applicable exclusion amount between spouses and the practical implications for preparing an estate plan....
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