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Trusts & Estates Section Mid-Year Review

Friday, January 4, 2019 12:30 PM to 2:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


An annual event not to be missed, the Trusts and Estates Section Mid-Year Review covers recent federal and state case law, legislation and tax law matters.  

The New Developments subcommittee will review several recent cases involving breach of fiduciary duty, lack of capacity and undue influence.  The New Developments Committee will also provide more details about the newly Massachusetts Fiduciary Litigation Session. 

The Public Policy subcommittee will provide a survey of bills currently filed in the Massachusetts legislature that may affect the Trusts & Estates Bar, with a special focus on a proposed bill pertaining to decanting.

Tax Law Update subcommittee will review recent cases involving estates and bankruptcy proceedings, tax implications of trust modifications, and recent developments on retirement, charitable, estate tax, generation-skipping transfer tax, income tax, and more.

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00

Sponsoring Section/Committee(s):




Carolyn Barrett


BBA Event Calendar