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

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By: Rebecca Tunney, Goulston & Storrs and Bryce Helfer, Nixon Peabody, Communications Committee, Trusts and Estates Section

Trusts & Estates Section Programs at the BBA last month: 

Estate, Gift and GST Tax Basics for the New Estate Planner. This program will provide an introduction to the estate, gift, and generation-skipping transfer taxes. Our speakers will describe the key components of each tax, explain how the taxes relate to one another, and provide context for how each tax is relevant for purposes of preparing an estate plan. This program is particularly relevant for new estate planners.

Serving as a Conservator: The Impact of Hornibrook v. Richard for Fiduciaries.   Hear from the attorneys who argued the case in front of the SJC, Kristyn M. Kelley and Ethan C. Stiles, on the details of the recent Supreme Court Decision, Kevin Hornibrook v. Cherilyn Richard and its implications for future Conservators.  Our speakers will provide an overview of the facts of the case, their respective positions as argued to the SJC and provide insight on their perspectives on the outcome of the case.