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BBA Webinar: Trusts & Estates End of Year Review 2021

Monday, June 21, 2021 2:00 PM to 3:00 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 End of 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 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 will include 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 will report 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 to be addressed typically include the estate, gift, GST, and income taxes, life insurance and retirement assets, charitable planning, and/or procedure.

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