Irrevocable Life Insurance Trusts: An Overview of Drafting, Funding and Administering an ILIT

04/01/2015 - 12:30PM to 1:30PM
For most clients, life insurance is an important asset. As an estate planner builds his or her knowledge base, understanding the appropriate use of Irrevocable Life Insurance Trusts (ILITs), in a client’s estate plan should be at the top of the list....
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What's Privileged and What's Not?: Privilege Issues in Trust & Estate Litigation

03/31/2015 - 12:30PM to 1:30PM
Learn how to recognize privilege issues as they arise and to avoid traps for the unwary...
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CLE - Estate Planning: Crunching the Numbers

03/26/2015 - 3:00PM to 7:00PM
Understanding the mathematical implications of the various planning options we have will make us better advisors. Learn to analyze various strategies in estate planning from a mathematical perspective. Utilizing a mathematical analysis as part of our planning process will enable us to more effectively advise and educate our clients....
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Reporting Requirements for Foreign Trusts

03/24/2015 - 12:30PM to 1:30PM
Learn what is required of your clients with foreign trusts. This program will feature a survey of federal reporting requirements for grantors, trustees, and beneficiaries of foreign trusts....
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An Introduction to Elder Law and Special Needs Planning

03/20/2015 - 12:30PM to 1:30PM
This program will provide an introduction to elder law and special needs planning. Our panelist will discuss Medicaid eligibility, asset protection and potential pitfalls involved with incorporating elder law and special needs considerations into a client's estate plan. ...
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The Intersection of Family Dynamics and Family Foundations

02/27/2015 - 12:30PM to 1:30PM
In this session, attendees will explore the ways in which family matters--from employing a child to contributing interests in the family business to dealing with the death or divorce of a key family member--affect the administration of a family foundation. Panelists will tackle the associated technical issues and discuss creative solutions for avoiding foot faults and keeping the focus on the family's philanthropy....
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Basic Estate Planning Documents II: Revocable Trusts

02/04/2015 - 12:30PM to 1:30PM
Panelists will review the key components of revocable trusts, including funding formulas, marital provisions, possible trust structures for children and other beneficiaries, and trustee provisions. They will also provide drafting suggestions and advice on avoiding certain pitfalls when advising clients about establishing revocable trusts. ...
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CLE - Protecting Your Practice from the Unexpected

01/29/2015 - 3:00PM to 7:00PM
Learn how to protect you and your practice. Whether you’re just starting out or celebrating 25 years helping clients, if you’re a small firm or solo practitioner, an event that interrupts your practice could put an end to it if you don’t have a plan in place....
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Why Wait To Die? Understanding The Process of Pre-Mortem Probate

01/26/2015 - 12:30PM to 1:30PM
The program will explore the concept of pre-mortem probate; identify the states that have adopted pre-mortem probate statutes and compare/contrast the key provisions; explore the pros and cons of initiating pre-mortem probate proceedings. ...
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Trusts and Estates Mid-Year Review

01/23/2015 - 12:30PM to 1:30PM
Our panelists will address the newest developments over in Massachusetts case law relevant to a trust and estates practice....
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Basic Estate Planning Documents I: Will, Power of Attorney and Health Care Proxy

01/07/2015 - 12:30PM to 1:30PM
Join us for a review of the key components of wills, health care proxies, and durable powers of attorney. This program will provide an introduction to basic estate planning document, including drafting suggestions and advice for avoiding pitfalls....
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Incorporating Essential Elder Law Provisions into Basic Estate Planning Documents

12/17/2014 - 12:30PM to 1:30PM
Join the Trusts & Estates Section for a course in elder law basics. Attendees will learn how to incorporate essential elder law provisions into basic estate planning documents, including powers of attorney, health care proxies, and wills, and how to avoid traps for the basic estate planner. ...
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Gift Planning Basics: An Overview of End-Of-The-Year Gifting Opportunities and Pitfalls for the Estate Planning Practitioner

12/16/2014 - 12:30PM to 1:30PM
Before you get caught up in the end-of-the-year gifting frenzy, we would like to provide you a helpful overview of common gifting strategies every estate planning practitioner should have in his or her toolkit. Though case studies, our presenter will review (i) annual exclusion gifting; (ii) gifting to minors; (iii) gifting fractional interests; (iv) GRATs; and (v) charitable gifting strategies. ...
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CLE - When Clients Move: Addressing Changes of Domicile in Estate Planning

12/04/2014
Know what the possible implications are when your client effectively changes domicile. Learn techniques to minimize unpredictability for your clients’ future plans. ...
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Estate Planning for Beneficiaries with Special Needs

12/02/2014 - 12:30PM to 1:30PM
Attendees will learn about special needs trusts. Topics will include maximizing quality of life and preserving eligibility for public benefit programs....
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Social Security Disability 101: Understanding the Difference Between SSI & SSDI, and Why it Matters to Estate Planners and Administrators

11/24/2014 - 12:30PM to 1:30PM
This seminar will include multiple hypotheticals and practical advice on dealing with clients or beneficiaries receiving SSI. This will also include a basic training on how to counsel clients with an SSI overpayment resulting from an inheritance, bequest, or distribution....
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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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