Posts Categorized: Program Recap

BBA Trusts & Estates Section Program Recap – April & May 2012

In April and May 2012, the Boston Bar Association’s Trusts & Estates Section offered several educational programs on timely topics and developments in trusts and estates law. In addition, the Boston Bar Association’s Title & Conveyancing and New Lawyers Practical Skills Committees offered a program of special interest to estate planning attorneys.  Below is a summary of the programs.
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CHARITABLE PLANNING OPPORTUNITIES
Wednesday, April 4, 2012
Speaker Donald Etheridge of Harvard Business School provided a broad overview of charitable planning techniques, including split interest gifts such as CLATs and CRUTs, helping participants to understand when these gifts may be appropriate for clients and providing useful insights on how to evaluate which techniques may be most appropriate.
Sponsoring Committee:  Practice Fundamentals Committee
THE NEW MASSACHUSETTS UNIFORM PROBATE CODE: WHAT REAL ESTATE ATTORNEYS NEED TO KNOW
Thursday, April 26, 2012
The balance of the Massachusetts Uniform Probate Code became effective on March 31, 2012. How does the new MUPC affect probate real estate transactions?  Attorneys Amanda Zuretti of CATIC and Zachary Allen of David Marshall Datz, PC addressed what attorneys need to know about testate and intestate succession, guardianships, conservatorships and durable Powers of Attorney under the new regime.
Program materials can be found here.
THE BASICS OF ESTATE PLANNING WITH RETIREMENT BENEFITS
Wednesday, May 2, 2012
Attorney Suma V. Nair of Goulston & Storrs, PC provided an overview of estate planning with retirement benefits, including a discussion of the most effective ways to make retirement benefits payable to trusts, traps for the unwary, the practical issues that arise when it comes time to implement beneficiary designations, and a discussion of Roth IRA conversions and what to consider when advising whether to pursue them.
Sponsoring Committee: Practice Fundamentals Committee
Program materials can be found here.
ESTATE PLANNING FOR INTELLECTUAL PROPERTY
Friday, May 4, 2012
Trademark and copyright attorney Lucy Lovrien and estate planning attorney Nancy Dempze of Hemenway and Barnes LLP discussed how to handle estate planning for intellectual property assets.
DRAFTING TRUSTS IN LIGHT OF THE MASSACHUSETTS UNIFORM PROBATE CODE AND UNIFORM TRUST CODE
Friday, May 18, 2012
Both the Massachusetts Uniform Probate Code and the Massachusetts Uniform Trust Code contain provisions that affect the administration of trusts. While the majority of these provisions can be overridden by the terms of the trust instrument under the Massachusetts Uniform Trust Code, this is less clear under the Massachusetts Uniform Probate Code.  Attorneys Eric P. Hayes and Jennifer Locke of Goodwin Procter LLP, Shira Sokal of Ropes & Gray LLP and Jane M. Dewey of U.S. Trust, Bank of America Private Wealth Management discussed various provisions that practitioners may want to consider in drafting trusts and/or may want to discuss with their clients.
Sponsoring Committee:  Estate Planning Committee
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For a schedule of upcoming programs, visit the Boston Bar Association’s online calendar.

BBA Trusts & Estates Section Program Recap – January 2012

In January 2012, the Boston Bar Association’s Trusts & Estates Section offered three educational programs on timely topics and developments in trusts and estates law. Below is a summary of the programs.

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UNWRITTEN RULES OF THE PROBATE COURT
Wednesday, January 11, 2012

Probate Court insiders and seasoned practitioners Hon. Beverly Boorstein; Hon. Edward F. Donnelly Jr. and Jennifer A. Maggiacomo of Middlesex Probate and Family Court; Daniel J. Gibson of Suffolk Probate and Family Court; John Harney of Norfolk Probate and Family Court; and Eugene A. Nigro of Nigro, Pettepit & Lucas provided practical tips and guidance regarding Probate Court practice.

Sponsoring Sections: Administration of Justice Section, Family Law Section, and Trusts & Estates Section

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WHY ESTATE PLANNING IS STILL CRITICAL
Friday, January 20, 2012

Speakers Robert J. Morrill, Esq. and Brian Liberis of Gilmore, Rees & Carlson, P.C. focused on why it remains critical for people to undertake estate planning, even with the recent significant increases in the estate tax exemptions.

Sponsoring Committee: Estate Planning Committee

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GLBTQ SENIORS: LONG TERM CARE & ESTATE PLANNING
Tuesday, January 24, 2012

There remains unequal treatment of GLBTQ clients under law. A same-sex Massachusetts marriage is not recognized by the federal government for the purposes of estate taxes, social security or Medicaid. Planning for this community must address this dual tract status.

In addition, the life experience of older GLBTQ persons often makes their planning more challenging. They are more likely to have less family support and require documents that address specific social realities. Panelists Gail E. Horowitz, Esq., Ellen K. Wade, Esq. and Michelle LaPointe, Esq. of Wade Horowitz LaPointe, LLC, addressed the unique estate planning issues of aging GLBTQ clientele.

Sponsoring Committee: Elder Law and Disability Planning Committee

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For a schedule of upcoming programs, visit the Boston Bar Association’s online calendar.