06/05/2013 - 12:30 PM to 1:30 PM
The final "First Wednesdays" session for the program year will provide an overview of estate planning with retirement benefits, including a discussion of the most effective ways to make retirement benefits payable to trusts, traps for the unwary, and the practical issues that arise when it comes time to implement beneficiary designations. The session will also include a discussion of Roth IRA conversions, and what to consider when advising whether to pursue them....
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06/05/2013 - 4:00 PM to 6:00 PM
Estate planning is important for all families, but it is particularly important for families who are caring for a disabled child or relative. This program will equip attendees with the toolsan attorney needs to create an effective special needs plan....
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06/19/2013 - 5:30 PM to 7:30 PM
On Monday, May 20, 2013, Paula M. Carey, currently the Chief Justice of the Probate and Family Court, was appointed by the Supreme Judicial Court to serve as the new Chief Justice of the Trial Court, effective July 16, 2013. Chief Justice Carey has provided the Probate and Family Court with seven years of exemplary leadership. Her tenure as chief has seen the implementation of important reforms especially in a time of sparse resources. Please join us in congratulating her on her selection and thanking her for her many years of service to the Probate and Family Court....
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06/20/2013 - 4:00 PM to 6:00 PM
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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