Please note - this purchase is for a digital download of the Learn
Online Materials, including online viewing / download of the video
presentation.
BBA Member Price: FREE. Included as part of your
membership
Non-Member Price: $100
Description:
An
annual event not to be missed, the Trusts & Estates Mid-Year Review covers
recent federal and state case law, legislation and tax law matters. This year's
program will touch on:
New Developments
Committee: The committee will review recent cases involving the
inclusion of a trust interest as a marital asset, whether beneficiary actions
tripped an in terrorem clause, removal of a trustee who is resistant to such
removal, and Massachusetts estate tax inclusion issues related to out-of-state
QTIP property.
Public Policy
Committee: The presentation will include a review the Parentage
Act currently working its way through the Massachusetts legislature including
introductions to the key groups working in its support and updates on the BBA’s
support of the Massachusetts Uniform Trust Decanting Act (MUTDA) and Revised
Uniform Fiduciary Access to Digital Assets ACT (RUFADAA). The committee
will also briefly discuss the current status of pending legislation relevant to
Trusts & Estates practitioners.
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.
Speakers:
Christopher A. Voukides
Day Pitney LLP
Heidi A. Seely
Day Pitney LLP
Caitlin Glynn
Nutter McClennen & Fish
LLP