Trusts & Estates End of Year Review 2021 (6/21/2021)

Available: In Stock
Product No: 37658
Duration: 1.16 Hours
Publish Date : 6/21/2021

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 End of Year Review covers recent federal and state case law, legislation and tax law matters.  This year’s program touches on:

  • New Developments Committee:  The committee will reviews recent cases involving the reformation of a supplemental needs trust, undue influence on a testator following the removal of two beneficiaries shortly before death, the inclusion of an adopted child as a descendant of the child’s biological grandmother’s trust, and the judicial review of a trustee’s actions in connection with a realty trust.
  • Public Policy Committee:  The presentation includes updates on the status of the Massachusetts Uniform Trust Decanting Act (MUTDA), Revised Uniform Fiduciary Access to Digital Assets ACT (RUFADAA), legislation pertaining to adopted children, the Massachusetts elective share, the Massachusetts estate tax, caregiver authorization affidavits, and other pending legislation relevant to Trusts & Estates practitioners.
  • Tax Law Updates Committee:  The committee reports on recent developments in federal tax law that are relevant to estate and tax planning, including proposed legislation, recent cases, and private letter rulings and other written determinations. Topics addressed typically include the estate, gift, GST, and income taxes, life insurance and retirement assets, charitable planning, and/or procedure.


Christopher A. Voukides
Day Pitney LLP

Claire N. Carrabba
Howland Evangelista Kohlenberg LLP

John H Ramsey
Goulston & Storrs PC

Paul McDonnell Cathcart Jr
Hemenway & Barnes LLP

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