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BBA Webinar: Trusts & Estates Mid-Year Review

Tuesday, January 19, 2021 2:00 PM to 4:00 PM


The BBA presents live webinars and virtual events via Zoom. Please register for this program through your BBA account at least two hours before the start time of the program to receive the Zoom webinar link. 

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.

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00

BBA Webinars &  Virtual Events are supported by the Joan B. DiCola Fund. To learn more or support this fund, click here.


Sponsoring Section/Committee(s):




Jenna Kim


BBA Event Calendar