Full Day Program, 8:30am arrival & networking - 4:30pm end time

Using a carefully crafted fact pattern based on a Massachusetts married couple with a state taxable estate and WealthDocx trusts (you can find a copy in the stored documents on this MemberPlanet site), Attorneys Paul BernsteinTimothy BorchersNancy Kelleigh, and Suzanne Sayward will guide participants through the Trust Administration process from the death of the first spouse through the winding up of the Trusts following the death of the surviving spouse.
 
Learn how best to:

  • conduct the initial meeting
  • advise the Trustee
  • administer the administrative trust
  • advise on and use disclaimers
  • prepare an estate tax return
  • administer the Trust during the surviving spouse’s lifetime
  • prepare a fiduciary income tax return
  • administer the trusts following the surviving spouse's death


Take home practically useful materials, including checklists, intake forms, Certification of Trust forms, and sample completed estate and fiduciary income tax returns.

Whether you’re an experienced trusts and estates attorney or new to this area of practice, you won’t want to miss this program! Register now!

Cost to attend:
$100 for MA Forum members in good standing (i.e. those who have paid annual dues for 2017)
$150 for non-members

Administering the Trust

after Your Client Dies

Picture This: Video & Photos in Your Law Firm Communications & Marketing

 

Learn how to enhance your client communications with video conferencing and how to better market your practice with both video and photos.

 

Learn what questions to ask to identify the right professionals to hire to assist you, what tools to use to do it yourself, what it will cost, what pitfalls to avoid, and how to measure your return on investment (ROI).

 

Hear from a panel of professional video marketers and lawyers who have experience using these tools in their practices.

 

 

 

 

Are Irrevocable Trusts

Really Irrevocable?

Redeeming ILITs &

Other Irrevocable Trusts 


Speaker: David K. Cahoone, Esq.

In 2017, the prevailing professional wisdom seems to be that you can always make the changes your client (whomever that may be) wants to an existing irrevocable trust through trust decanting, trust protectors or judicial modification. David will quickly review each of those options and focus on several additional solutions to fix an irrevocable trust plan “that has gone bad” when the statutory or common law remedies of decanting and judicial modification won’t achieve the desired results.

David will also lead an up to the minute conversation on the challenges and opportunities for professionals advising their clients in 2017 and beyond under the cloud of major Federal tax reform legislation.

Whether you’re an experienced trusts and estates attorney or new to this area of practice, you won’t want to miss this program! 

We will then conclude with our Massachusetts Forum of Estate Planning Attorneys Annual Meeting which will include voting for the upcoming year's Board Members and Directors.

FALL 2017

Friday, October 20, 2017

If you are interested in presenting at one of our meetings, if you have questions regarding our programming, or you are interested in applying for membership in the Massachusetts Forum of Estate Planning Attorneys, please send a message to our Board of Directors: 

board@maforumepa.com

SPRING 2017

​Friday, May 19, 2017

Quarterly Legal Education PROGRAMS

WINTER 2017

Friday, February 10, 2017


​Join us for a presentation about Trust Protectors by Matthew T. McClintock, JD, VP of Education, WealthCounsel.  Learn when and why to use a Trust Protector, how to choose whether to have them serve in a fiduciary or a non-fiduciary capacity, and discuss what we know about the legal landscape involving Trust Protectors.

Then engage with us in a Roundtable Discussion about how to advise clients regarding selecting a Trustee, including when should you use Trustee Committees, Distribution Trustees, or Independent Trustees.

Finally, we'll have a brief follow-up on the Pfannenstiehl decision and asset protection, including how best to draft your trusts in light of that high profile case.  



SUMMER 2017

Friday, July 21, 2017

Massachusetts Forum of Estate Planning Attorneys


 

All half day quarterly MA Forum educational programs are free for current members in good standing. The fee for non-member attorneys is $50 per person. All attendees should register ahead of time for a proper head count for planning purposes.