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Estate, Gift and GST Tax Basics for the New Estate Planner

Wednesday, October 5, 2011 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


Attention: This program has sold out. If you would like to sign up to view the online broadcast, you may do so by clicking here . Stay tuned for the next program in this series on November 2 that will cover Basic Estate Plan Documents.

This is the first part in a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the areas of estate planning and probate administration. The series will cover substantive legal aspects of the practice, as well as practice tools, management and marketing concepts necessary to build a successful Trusts and Estates practice.

This first session will lay a foundation for the series by providing a basic overview of the estate, gift and GST taxes. Speaker Geoffrey Mason of Ropes & Gray will explain the scope of the taxes and how they drive certain aspects of the estate planning process.  The session will provide attendees with a framework for the second session on drafting basic estate planning documents.

  • WEBCAST: This seminar is also available live and on-demand via WestLegalEd Center. Click here to register to view the program online.

Sponsoring Section/Committee(s):




Patricia Johnson


BBA Event Calendar