POSTPONED: Marital Trust Funding Formulas

03/18/2020 - 12:30 PM to 01:30 PM
This program will explore Marital Trusts in the context of estate planning. The speakers will explain the various types of Marital Trust funding formulas, how and why to use each one, and provide insight into the real-life application of such marital formulas....
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Friday Fundamentals: Probate Overview

02/28/2020 - 12:00 PM to 01:30 PM
This program will provide an overview of the probate process in Massachusetts, including factors to consider when selecting the type of probate, identifying probate property, preparing court accountings, closing the probate estate, and when and how to obtain a license to sell....
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CLE - Blended Families: What Trust & Estate Lawyers Need to Know About Divorce Law

02/27/2020 - 03:00 PM to 05:00 PM
Come and learn specific estate planning techniques for blended families, including children from prior relationships, and how to avoid the pitfalls exhibited in recent case law....
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Administering Trusts Holding Specialty/Unique Assets

02/10/2020 - 12:00 PM to 01:00 PM
This program will discuss specialty/unique assets, risks associated with investing or holding these assets, and the fiduciary’s role in managing these assets....
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Charitable Giving Basics for Estate Planners

02/05/2020 - 12:30 PM to 01:30 PM
This program will provide an introduction to charitable planning. We will discuss the reasons for charitable giving, the types of property that can be used to make a charitable gift, and the techniques that can be used to achieve clients’ charitable goals....
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Trusts & Estates Mid-Year Review

01/21/2020 - 12:30 PM to 01:30 PM
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....
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“Fixing” Irrevocable Trusts: Decanting, Non-Judicial Settlement Agreements, and Other Tools

01/08/2020 - 12:30 PM to 01:30 PM
This program is an introduction to various tools for modifying the default terms of an irrevocable trust, including: (1) modifications, (2) reformations, (3) the role of non-judicial settlement agreements, and (4) decanting....
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Financial Planning Jargon for Estate Planners

12/18/2019 - 12:30 PM to 01:30 PM
This program will focus on an overview of asset classes, investment philosophy, & risk management in trust portfolios and important aspects of coordination between Financial Advisors, Estate Attorneys, & trustees....
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Introduction to Irrevocable Trusts

12/11/2019 - 12:30 PM to 01:30 PM
This program will provide an introduction to the use of irrevocable trusts in estate planning, including income and estate tax implications, drafting considerations, and avoiding potential pitfalls....
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Common Misconceptions Surrounding Medicaid Planning

11/19/2019 - 12:30 PM to 01:30 PM
This brown bag lunch discussion will focus on common misconceptions surrounding Medicaid planning....
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Effective Use of the GST Exemption: Deemed Allocations, Affirmative Allocations, Opting Out and Beyond!

11/18/2019 - 12:30 PM to 01:30 PM
Take a deep dive into the generation-skipping transfer tax with prominent subject matter experts....
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Homestead Overview in Bankruptcy and Trusts & Estates

11/12/2019 - 12:30 PM to 01:30 PM
This program will focus on the Massachusetts Homestead Act and how it protects or does not protect property in the event of a bankruptcy....
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Introduction to Revocable Trusts

11/06/2019 - 12:30 PM to 01:30 PM
This program will review the key components of revocable trusts and offer advice on avoiding certain pitfalls when advising clients about establishing revocable trusts....
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CLE: Think Globally; Plan Locally: A Review of Estate Planning Issues with Global Clients

10/30/2019 - 03:00 PM to 05:00 PM
A panel of experienced practitioners will discuss a general review of estate, gift, and income tax issues that arise when representing clients with global connections....
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Understanding and Utilizing the Fiduciary Litigation Session

10/15/2019 - 12:30 PM to 01:30 PM
In this program, you will learn about the Fiduciary Litigation Session from The Honorable Edward F. Donnelly, Jr., who sits in the second session of the Fiduciary Litigation Session, and Evelyn J. Patsos, from the Administrative Office of the Probate and Family Court Department....
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Estate, Gift, GST and Fiduciary Income Tax Basics for the New Estate Planner

10/02/2019 - 12:30 PM to 01:30 PM
This program will provide an introduction to estate, gift, generation-skipping transfer, and fiduciary income taxes....
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22Basic Estate Planning Documents: Will, Power of Attorney, Health Care Proxy, Living Will and MOLST Forms

09/04/2019 - 12:30 PM to 01:30 PM
Trust & Estates' Practice Fundamentals is back! Join us for the first part of our monthly series....
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