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Trusts & Estates Mid-Year Review

Tuesday, January 21, 2020 12:00 PM to 2:00 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


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 speakers will review several recent cases involving breaches of fiduciary duties, asset protection limitations of nominee trusts, enforceability of prenuptial agreements upon death, testamentary capacity and undue influence, and the legal relationship between an IRA custodian and the designated beneficiary.
  • 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:

Jenna Kim
jkim@bostonbar.org

 

BBA Event Calendar