Upcoming Trusts & Estates Events at the BBA – March 2021

Print Friendly, PDF & Email

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

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

A Practical Guide to Estate Administration Wednesday, March 3, 2021 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.

Special Needs Planning: Guidance and Strategies for Estate Planning, Trust Administration and Beyond Monday, March 22, 2021 There are several unique and complex considerations when planning for beneficiaries with special needs. Those who attend this CLE will receive 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.