By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
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:
By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
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:
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:
Probate Accountings Issues from a Litigation Lens Hear from professionals who serve as Trustees, Personal Representatives and Conservators on issues related to challenging and defending accountings, with a unique perspective from a litigator’s viewpoint.
Basic Estate Planning Documents: Will, Power of Attorney, Health Care Proxy, Living Will and MOLST Watch a review of the key components of wills, health care proxies, durable powers of attorney, living wills and related documents. This program provides an introduction to these basic estate planning documents, including drafting suggestions and advice for avoiding pitfalls.
By: Bryce Helfer, Nixon Peabody and Rebecca Tunney, Goulston & Storrs, Communications Committee, Trusts and Estates Section
Upcoming Trusts & Estates Section Programs at the BBA this month:
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:
Trusts & Estates End of Year Review 2021 Monday, June 21, 2021, 2:00 pm – 3:00 pm An annual event not to be missed, the Trusts & Estates End of Year Review covers recent federal and state case law, legislation and tax law matters, with updates presented by the New Developments Committee, Public Policy Committee and Tax Law Updates Committee.
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:
Trust Administration and Recent Developments in Massachusetts Divorce Law Thursday, May 20, 2021 Our panelists will discuss recent developments in divorce law relating to trusts and how these developments can impact the drafting and administration of trusts to protect assets in the event of a beneficiary divorce.
Wealth and Estate Planning in the Digital Age: A Guided Tour of Cryptocurrencies, Non-Fungible Tokens, and Other (Stunningly Valuable) Digital Assets Monday, May 24, 2021 Our distinguished panel will explore the rapidly evolving world of digital property, to look at how old ideas (like burying gold in the backyard) are being translated into new and exotic technologies. The panel will then examine the extraordinary impact that these new technologies are having on what used to be prosaic estate planning strategies. For example, Bitcoin, with its staggering volatility, is an asset well-suited for funding a Grantor Retained Annuity Trust – or GRAT. Meanwhile, the secrecy – and value – of passwords and passkeys in the digital era is the equivalent of holding the treasure map to Blackbeard’s buried treasure; if it is not preserved carefully and passed on at death, the treasure can be lost forever. And that could lead to a personal representative’s nightmare: the IRS recently held that the estate of an individual who died owning millions of dollars’ worth of cryptocurrency owed tax of the known value of those assets at death, even though the passkey was lost with the death of the decedent and the assets are now unreachable by the estate! Come join us for a fascinating journey to the intersection of technology, huge wealth, and estate planning, where tax analysis and science fiction often complete – and sometimes collide.