Upcoming Trust & Estates Events at the BBA – February 2021

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By: Jennifer D. Taddeo, Conn Kavanaugh and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section

Upcoming Trust & Estates Section Programs at the BBA this month: 

Charitable Giving Basics for Estate Planners Wednesday, February 3, 2021  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.

Special Drafting Considerations for Elderly Clients Thursday, February 11, 2021  Attorneys Patricia Keane Martin and Kristin Dzialo will discuss special drafting considerations for practitioners to be mindful of when advising elderly clients.  Specifically, they will discuss language concerning end of life decision-making and care, and the importance of counseling clients on the implications of including or excluding certain powers from their documents with an eye towards protecting the client and achieving his or her planning goals. The discussion will be beneficial both for practitioners new to estate planning and for seasoned estate planners.

Speed Networking with Trusts & Estates Attorneys Tuesday, February 16, 2021   This event gives law students and new lawyers a unique opportunity to meet with several Boston-area trusts & estates attorneys in just one evening. Those who attend this event will have the chance to meet all of our guest attorneys in small groups to learn about lawyering in a pandemic, career paths, and legal opportunities available in Boston.

Remote Execution of Estate Plan Documents: Practicalities, Pitfalls and Best Practices  Monday, February 22, 2021 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.