Posts Categorized: BBA News

REMINDER 6/24/16: BBA CLE – Trusts & Estates Section Year End Review

CLE Title: Trusts & Estates Section Year End Review

Time: 12:30 PM to 2:30 PM

Location: Boston Bar Association, 16 Beacon Street, Boston, MA

Description: An annual event not to be missed, the Trusts and Estates Section Year End Review covers recent federal and state case law, legislation and tax law matters. This year’s Year End review will touch on

  • New Developments subcommittee: in terrorem clauses; whether property held in an irrevocable trust will be considered a countable asset for MassHealth purposes; identifying heirs; evidence of lifetime gifts; and will contests.
  • Public Policy subcommitee: The Public Policy committee will give an update on legislative items relevant for trusts & estate attorneys and professionals, including (i) the revised Massachusetts estate tax reform act submitted by Rep. Dooley, (ii) the Massachusetts Revised Uniform Fiduciary Access to Digital Assets Act, which is expected to be submitted to the legislature in the coming year, (iii) Gov. Baker’s budget proposal that would affect estate recovery for MassHealth patients, and (iv) the pending correction on Adopted Children Act.
  • Tax Law Update subcommittee: Basis Reporting.

Information: For more event details, including accreditation, agenda, and fees, click here.

Sponsors: Trusts & Estates Section.

SpeakersMelissa E. Sydney of Burns & Levinson LLP, Allison Whitmore of Morgan Lewis, Annette Eaton of Nixon Peabody LLP, Katherine (Kerry) Reilly of K. Reilly Law LLC, David Menchaca.

Volunteer T&E Attorneys Needed for Veterans Legal Services

Claire Carrabba and Nikki Marie Oliveira, co-chairs of the Public Service Committee, have been working with Lynn Girton, the Pro Bono Director of Veterans Legal Services (“VLS”), in order to establish a volunteer project to assist homeless and low-income veterans with basic estate planning needs.  In order to qualify for services, the veteran must generally have an income below 200% of the federal poverty level.  Many of the veterans require assistance in obtaining a Will and other estate planning documents, such as Durable Powers of Attorney and Health Care Proxies.  No specialized knowledge of veterans’ law or benefits is needed to help VLS clients.  VLS is able to offer malpractice insurance to those attorneys who provide pro bono assistance to VLS clients.

Lynn Girton is looking for 15 volunteers to get the pro bono project started and she anticipates having a few cases available in the next month.  If you have any questions or are interested in volunteering, please fill out the sign-up sheet (click here) and return it to Nikki Marie Oliveira at [email protected]

 

 

 

 

 

 

BBA Event @ 11/20/15 – Assisted Reproductive Technologies, Estate Planning, Family Law and Probate

Topic: When A.R.T. is the Issue: The Impact of Assisted Reproductive Technologies on Estates and Probate

When: Friday, November 20, 2015 12:30 PM to 1:30 PM

Where: Boston Bar Association16 Beacon Street, Boston, MA

Description:  Learn about assisted reproductive technologies and its impact on estate planning, family law and probate.  After this seminar, attendees will know statutes and case laws that control ownership of genetic material, what constitutes parentage and how to dispose of embryos in estate plans.

Event Co-Sponsors: Family Law Section, Health Law Section, Estate Planning Committee

Details: For more information about this event, click here.

Need Ethics Credits? – BBA CLE on Tues. Nov. 10th

CLE Title: Conflicts of Interest in Estate Planning and Fiduciary Representation

Time: 3:00PM – 6:00PM

Location: Boston Bar Association, 16 Beacon Street, Boston, MA

Description: This program is designed to facilitate a meaningful discussion about the many conflicts that arise (or may arise) in the context of estate planning and fiduciary litigation.  The panelists will guide the practitioners through real examples and will discuss issues to identify and ways to approach drafting to avoid some of the potential conflicts.  The panelists will also talk about best practices regarding engagement letters and conflict waivers.

Information: For more event details, including accreditation, agenda, fees, and program materials, click here.

Sponsors: Co-Chairs of the Trusts & Estates CLE Committee: Kelly Aylward of Tarlow, Breed, Hart & Rdgers, P.C., Jaclyn O’Leary of Day Pitney, LLP, and Amiel Weinstock of Thomas Brady & Associates

BBA Event Reminder: 11/3/15 – Resolving Domicile-Related Tax Disputes Efficiently

Topic: Resolving Domicile-Related Tax Disputes Efficiently: A Review of the Bank of America Decision, Other Recent Domicile-Related Case Law

When: Tuesday, November 3, 2015 12:00 PM to 1:00 PM

Where: Boston Bar Association16 Beacon Street, Boston, MA

Description: Hear a discussion of domicile as it relates to both individuals and fiduciaries.  The panelists will address importance of domicile for income and estate tax purposes, the Massachusetts definitions of domicile and residency, and facts and circumstances that are often considered in determining domicile.  Discussion will also address the recent Appellate Tax Board decision, Bank of America, N.A. v. Massachusetts Commissioner of Revenue, and potential implications and considerations. Finally, the discussion will include New Hampshire domicile considerations associated with fiduciaries.

Event Sponsor: Scott M. Susko of McDermott Will & Emery and Brian Marks of Ernst & Young LLP, co-chairs of the State and Local Tax Committee of the Tax Section

Details: For more information about this event, click here.

REMINDER 10/30/15: BBA CLE – Conflicts – They’re Not Just for Litigators!

CLE Title: Conflicts – They’re Not Just for Litigators!

Time: 9:00AM – 12:00PM

Location: Boston Bar Association, 16 Beacon Street, Boston, MA

Description: This program is designed to facilitate a meaningful discussion about the many conflicts that arise (or may arise) in the context of estate planning and fiduciary litigation.  The panelists will guide the practitioners through real examples and will discuss issues to identify and ways to approach drafting to avoid some of the potential conflicts.  The panelists will also talk about best practices regarding engagement letters and conflict waivers.

Information: For more event details, including accreditation, agenda, fees, and program materials, click here.

Sponsors: Co-Chairs of the Trusts & Estates CLE Committee: Kelly Aylward of Tarlow, Breed, Hart & Rdgers, P.C., Jaclyn O’Leary of Day Pitney, LLP, and Amiel Weinstock of Thomas Brady & Associates