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CLE - Examining Post-DOMA Tax Implications

Tuesday, September 10, 2013 3:00 PM to 6:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

 

Description:

This program has already taken place, but you can still catch up on what you missed!

Visit the CLE Bookstore to purchase a CLE Materials Set, which includes online access to the recorded course presentation and a copy of the course book.

If you need CLE Credit, please click here.

The recent Supreme Court ruling in United States v. Windsor, which struck down Section 3 of the Defense of Marriage Act (“DOMA”) as unconstitutional, has far-reaching ramifications for federal income, estate, gift and GST tax planning, as well as for welfare and retirement benefits under ERISA.

Our panel of tax experts will discuss the Windsor decision and the immediate and possible retroactive effects under federal tax and related laws. This program will provide an in-depth analysis of the numerous tax implications and discuss best practices for advising both institutional and private clients in light of the ruling.

Topics:
I. Income tax implications post-DOMA
II. Employee benefits implications post-DOMA
III. Estate, gift and GST tax implications post-DOMA
IV. Potential future guidance and developments

Panelists:
Scott E. Squillace, Esq.
Scott Squillace and Associates, P.C.

Kerry L. Spindler, Esq.
Goulston & Storrs

Richard L. Jones, Esq.
Sullivan & Worcester LLP

Thomas J. McCord, Esq.
Nixon Peabody LLP

Thanda Aye Fields Brassard, Esq.
Fiduciary Trust Company

Program Co-Chairs:
Shari A. Levitan, Esq.
Holland & Knight LLP

Amy E. Sheridan, Esq.
Sullivan & Worcester LLP

 

Registration Categories:
BBA Member - $130.00
Non-Member - $170.00
BBA Member - Legal Services/ Government Lawyer - $70.00
Law Student - $30.00

If the cost of this seminar would preclude you from attending, please contact us about tuition scholarships.

Sponsoring Section/Committee(s):

 


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*BBA members receive a discount. Watch live or on-demand webcasts via West LegaledCenter.

 

Contact:

Jacqueline Querubin
jquerubin@bostonbar.org

 

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