A Primer on Portability

05/27/2015 - 12:30 PM to 1:30 PM
Tamara Busch of Day Pitney 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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Who Has to Prove What: Burdens of Proof and Presumptions in Fiduciary and Probate Litigation

05/28/2015 - 12:30 PM to 1:30 PM
The program will provide an overview of common presumptions and burden of proof issues that arise in probate and fiduciary litigation, including will contests, equity actions, and other litigation involving fiduciaries, as well as analysis of example scenarios to demonstrate how issues surrounding presumptions and burdens impact litigation and influence pre-trial resolution....
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CLE - Trusts & Estates Year in Review 2015

06/11/2015 - 3:00 PM to 6:00 PM
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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