Posts Categorized: CLE

CLE Program – You Can’t Take It With You: Issues With Real Estate In A Probate Estate

Please attend the BBA’s Trust & Estate’s Section’s first CLE program of the year on Thursday, November 9, from 3-5 PM. 

 We are thrilled to be hosting an expert panel consisting of Jennifer A. Maggiacomo (Norfolk Probate and Family Court), Evelyn Patsos (Probate and Family Court Administrative Office), and Elizabeth J. Young (Westcor Land Title Company), who will discuss issues that arise when an Estate owns real estate, how to navigate the Massachusetts Uniform Probate Code, and practice pointers to avoid title problems down the road. The program will include:

– How to clear title if the real estate passes to family (and is not sold right away, but may be sold at some point in the future);

– What to do if real estate is being sold from the probate estate;

– When a license to sell is required and/or desirable;

– When and how to use deeds of distribution; and

– How to convey clear title when the will devises real estate to a trust.

To sign up and for more detail, please go to the BBA’s website: https://www.bostonbar.org/membership/events/event-details?ID=25688

 

 

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.