Trust Administration and Recent Developments in Massachusetts Divorce Law

Our panelists will discuss recent developments in divorce law relating to trusts and how these developments can impact the drafting and administration of trusts to protect assets in the event of a beneficiary divorce....
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Preparing Estate Tax Returns

This presentation will cover the general purposes and structure of the federal estate tax return (Form 706), as well as provide tips for preparation....
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Special Needs Planning Tools: Trusts, ABLE accounts and Other Planning Considerations

Our expert panelists will compare and contrast the various tools available to estate planners with respect to special needs planning....
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Proving Testamentary Capacity At Trial

This program will review the standard for testamentary capacity and will explore the role of fact and expert witnesses and how to and select and prepare those witnesses....
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Nonprobate Transfers: Joint, Property, Retirement Planning, Life Insurance, Beneficiary Designations

This program will provide an overview of nonprobate transfers, which involve the transfer of a decedent’s property by methods other than via probate of the decedent’s will....
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Special Needs Planning: Guidance and Strategies for Estate Planning, Trust Administration and Beyond

This CLE will discuss practical guidance and tips from our expert panelists on several topics, including: when to use a special needs trust (SNT), the types of SNTs and drafting considerations, serving as a special needs trustee, trust distributions and asset management, and other related topics....
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Estate Planning for Private Equity Professionals and Firm Principals

This program will cover tax and estate planning issues that commonly arise when representing private equity professionals and firm principals....
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A Practical Guide to Estate Administration

This program will provide an overview of the basic steps to administer the estate of a deceased person, including probate, paying debts, satisfying creditor claims, preparing income and estate tax returns, accountings and distribution of the decedent’s assets....
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Remote Execution of Estate Plan Documents: Practicalities, Pitfalls and Best Practices

This program will cover the Remote Notarization Act, which was signed into law by MA Governor Charlie Baker on April 27, 2020. The speaker will review the requirements of remote notarization in MA for estate planning documents and will also host a “mock remote signing” during the program....
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Special Drafting Considerations for Elderly Clients

Attorneys Patricia Keane Martin and Kristin Dzialo will discuss special drafting considerations for practitioners to be mindful of when advising elderly clients....
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Charitable Giving Basics for Estate Planners

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

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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Breach of Fiduciary Duty Litigation: Superior Court versus Probate & Family Court

A panel of probate litigators will share insights for bringing fiduciary duty claims and defending those claims, whether brought in Superior Court or the Probate & Family Court....
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Modifying Irrevocable Trusts: Decanting, Non-judicial Settlement Agreements and other Trust Amendment Alternatives

This program will provide an introduction to various methods for modifying an irrevocable trust, including how and when to consider: (1) Modifications under the Massachusetts Uniform Trust Code, (2) reformations, (3) non-judicial settlement agreements, and (4) decanting....
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