Trusts & Estates Mid-Year Review (1/19/2021)

Available: In Stock
Product No: 37024
Duration: 1.18 Hours
Publish Date : 1/19/2021

Item Description :

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


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.


Christopher A. Voukides
Day Pitney LLP

Heidi A. Seely
Day Pitney LLP

Caitlin Glynn
Nutter McClennen & Fish LLP

Pricing :
Non-Member Pricing $100.00
BBA Member Pricing $0.00