Trust & Estates Mid-Year Review

An annual event not to be missed, the Trusts & Estates Mid-Year Review covers recent federal and state case law, legislation and tax law matters. This year's program will include updates from:

New Developments Committee: The committee will review recent cases regarding a trustee’s duty to account to remainder beneficiaries, issues involved when a charitable gift under a decedent’s will presents a latent ambiguity, the inclusion in the value of an irrevocable trust for the benefit of one spouse in the calculation and division of marital assets, the division of proceeds from a partition sale, and the severing of a joint tenancy by agreement.  

Public Policy Committee:  The committee will report on various bills filed and pending during the current legislative cycle, including legislation pertaining to decanting, digital assets, unitrusts, and special needs trusts for seniors. The committee will also discuss other topics of interest to Trusts & Estates practitioners.

Tax Law Updates Committee: The committee will report on recent developments in federal and Massachusetts tax law that are relevant to estate and tax planning including the Millionaire’s Tax, changes to the Massachusetts Estate Tax and final regulations issued under the Corporate Transparency Act.  These are in addition to cases, private letter rulings and other written determinations in the estate, gift, GST, retirement benefits, and income taxes and tax compliance realms.  

 

Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org