Last Month at the BBA – Trusts & Estates Section Events in March 2021

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

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.

Estate Planning for Private Equity Professionals and Firm Principals Monday, March 15, 2021  This program will cover tax and estate planning issues that commonly arise when representing private equity professionals and firm principals.  The presentation will include an overview of the unique nature of private equity fund interests, including carried interest, as well as the particular challenges and tax-planning opportunities they present for estate planners at different stages of the fund life cycle.

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.