Upcoming Trusts & Estates Events at the BBA – April 2021

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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: 

Nonprobate Transfers: Joint, Property, Retirement Planning, Life Insurance Beneficiary Designations Wednesday, April 7, 2021 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.  The presentation will specifically highlight the treatment of joint property, retirement assets, life insurance and the use of beneficiary designations.

Proving Testamentary Capacity At Trial  Wednesday, April 14, 2021 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.

Special Needs Planning Tools: Trusts, ABLE accounts, and other planning considerations  Wednesday, April 21, 2021 Our expert panelists will compare and contrast the various tools available to estate planners with respect to special needs planning. Discussion will include a comparison of individual and pooled trusts, first party and third party trusts, and newer tools such as ABLE accounts. Attendees will be provided a summary chart handout at the end of the presentation.