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Trusts & Estates Year in Review 2019

Wednesday, June 12, 2019 12:30 PM to 2:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Description:

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

  • New Developments Committee:  The speakers will review several recent cases involving breach of fiduciary duty, termination of trusts, objections to fiduciary accounts and the spousal elective share
  • Public Policy Committee:  The presentation will include an update on the BBA’s support of the Massachusetts Uniform Trust Decanting Act (MUTDA) and the Revised Uniform Fiduciary Access to Digital Assets Act (or RUFADAA).  There will be a discussion of where things stand regarding the proposed legislation and an overview of the substantive provisions of the same.
  • Tax Law Updates Committee:  The committee will report on important updates regarding the Internal Revenue Code, federal tax law, recent cases, private letter rulings, charitable planning updates, retirement cases and other interesting developments.

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

Sponsoring Section/Committee(s):

Speakers:

 

Contact:

Carolyn Barrett
cbarrett@bostonbar.org

 

BBA Event Calendar