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CLE - Trusts & Estates Section Year End Review

Friday, June 24, 2016 12:30 PM to 2:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

An annual event not to be missed, the Trusts and Estates Section Year End Review covers recent federal and state case law, legislation and tax law matters. This year’s Year End review will touch on

  • New Developments subcommittee: in terrorem clauses; whether property held in an irrevocable trust will be considered a countable asset for MassHealth purposes; identifying heirs; evidence of lifetime gifts; and will contests.
  • Public Policy subcommitee: The Public Policy committee will give an update on legislative items relevant for trusts & estate attorneys and professionals, including (i) the revised Massachusetts estate tax reform act submitted by Rep. Dooley, (ii) the Massachusetts Revised Uniform Fiduciary Access to Digital Assets Act, which is expected to be submitted to the legislature in the coming year, (iii) Gov. Baker’s budget proposal that would affect estate recovery for MassHealth patients, and (iv) the pending correction on Adopted Children Act.
  • Tax Law Update subcommittee: Basis Reporting

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 discounts.

Refunds & Cancellations
Please note that refunds will only be allowed for cancellation notices received at least 24 hours before the program.

Materials: The BBA has gone digital! We are reducing our printing of hard copy materials for accredited programs. All of our materials are now offered in electronic format and is sent in advance to registrants via email.  Free WiFi is available in all conference rooms so you can easily have your materials on your portable devices and laptops!

Accreditation:
The BBA is an accredited provider in Rhode Island, New York, California, Maine, and Vermont. If you need credit in another state for attendance for one of our accredited programs, we can provide you with a certificate of attendance to fill out for your jurisdiction. Forms certifying your attendance will be provided on the day of the program.


Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Julia Carvalho
jcarvalho@bostonbar.org

 

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