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Contact: Michael Avitzur
Director of Government Relations

BBA Launches Series on Estate Planning Practice Fundamentals

Underscoring its commitment to new attorneys and attorneys in transition, the BBA Trusts & Estates Section today announced the launch of an annual 9 part series that started on October  5, 2011 with a standing room only program, Estate, Gift and GST Tax Basics and will conclude on June 2, 2012. Developed by the BBA's Estate Planning Practice Fundamentals Subcommittee, this initiative will co-chaired by Matthew Hillery of Edwards Wildman Palmer; Geoffrey Mason of Ropes & Gray, and Scott E. Squillace of Squillace & Associates.

"Our goal is to provide new and transitioning practitioners a core set of practice tools that will make them feel confident about beginning to practice in the area of estate planning and probate administration," said Scott E. Squillace, Co-Chair of BBA's Subcommittee on Estate Planning Fundamentals.

Through this series, the Subcommittee will identify and educate new practitioners about potential traps and pitfalls in estate planning. This will include a basic overview of legal technical knowledge required to be competent in this area as well as law practice tools, management and marketing concepts to build a successful Trusts & Estates practice over time. The series will provide a foundation so that, with interest and experience, new attorneys and attorneys in transition can benefit from other programming opportunities of the Trusts & Estates Section.

The series is open to BBA members. All programs will run from 12:30pm to 1:30pm. For more information contact Patricia Johnson at or 617-778-1918.

11/2/11 Basic Estate Plan Documents: a review of not only the basic documents with a focus on the various options available particularly with marital and family trust formula clauses.

12/7/11 Spotting Advanced Planning Opportunities and Keeping Plans Updated: With a primer on ILIT's and other advanced techniques -- including a discussion of fiduciary income taxes and the grantor trust rules.

1/4/12 How to identify and Engage Clients: setting up and marketing an estate planning practice. 

2/1/12 Post Mortem Administration: Basic steps for the practitioner including fundamental probate procedures; pitfalls to watch for and war stories.

3/7/12 706 & 709 Preparation: Practical suggestions on how to prepare the Gift and Estate tax return forms with highlights of common pitfalls and insights on how best to liaise with CPA's.

4/4/12 Death Bed Planning: Traps for the Unwary.

5/2/12 Retirement Benefits: Paying Attention to Beneficiary Designation Assets.

6/6/12 TBD

The Boston Bar Association traces its origins to meetings convened by John Adams, who provided pro bono representation to the British soldiers prosecuted for the Boston Massacre and went on to become the nation’s second president. Its mission is to advance the highest standards of excellence for the legal profession, facilitate access to justice, serve the community at large and promote diversity and inclusion.