All half day quarterly MA Forum Educational programs are free for current members in good standing. The fee for non-member attorneys is $55 per person. All attendees should register ahead of time for a proper head count for planning purposes.

Meanwhile, if you have any questions, please send a message to us via: board@maforumepa.com. Please recall that we are a purely volunteer-only Board of actively-practicing attorneys. We thank you in advance for your (and your team/staff members') courteous patience while you wait for our reply.

WINTER 2022

Spring, Summer, Fall and Winter. Four seasons photographed on the same street from the exact same location.

Topic: Naming Trusts as Beneficiaries of Qualified Assets
Date:  Friday, March 18, 2022
Time: 9:00am to 12:00pm

Panelists (click links for bios):
Paul Bernstein of Bernstein Law Group
Daniel Capobianco of Law Offices of Daniel B. Capobianco
Brandon Walecka of Walecka Law

After much delay and anticipation, the SECURE ACT REGULATIONS have been issued. The proposed regulations include many refinements to the retirement plan and IRA payout rules; however, the most significant change for our estate planning clients is the elimination of the “stretch” IRA in favor of the “10-year rule.”

The new regulations mean that every client with a substantial qualified plan or IRA should visit with you and review beneficiary designations and trust provisions to optimize postmortem payouts. To help MassForum members prepare for these meetings, attend our upcoming Quarterly Meeting where we will cover the following points:

  • Summary of the recently released Secure Act Regulations and overview of the Secure Act generally
  • Naming Standalone IRA Trusts
  • Naming Special Needs Trusts
  • Naming Charitable Remainder Trusts (CRTs)

SUMMER 2022

Spring, Summer, Fall and Winter. Four seasons photographed on the same street from the exact same location.

Topic:  The Hybrid DAPT & extended roundtable discussions

Date: Friday, July 15, 2021

Time: 9:00AM to 12:00PM

Venue: Zoom link to follow

Pricing: FREE for Members (be sure to LOG-IN at the top-right corner)

$50 for Non-members

Panelists (click links for bios):

Paul Bernstein of the Bernstein Law Group

 

Description:

The Hybrid DAPT is a cutting-edge technique that provides strong asset protection and estate tax reduction.

The Hybrid Trust is designed to provide asset protection and estate tax reduction, while giving the trustmaker the opportunity to access trust assets in the future. This trust provides the protection of a non-self-settled trust for family members, with the flexibility to convert to a domestic asset protection trust should the need ever arise.

Learn how the hybrid DAPT can add flexibility while offering maximum asset protection for your clients.

This quarterly meeting will also feature an extended roundtable discussion.  Learn from your peers of various experiences in an open format to discuss a range of relevant topics, identify solutions to challenges and roadblocks as a practitioner, and benefit from the collaboration of your fellow MassForum community.  You can submit questions at registration, participate in (or just listen to) engaging conversations, offer feedback and suggestions of your own, and find ways to improve your practice. This is your opportunity to open up, learn from, and talk with other MassForum members and gain the insight you need for practice success.

If you have any questions to submit, please send an email to: board@maforumepa.com.  We look forward to seeing you on July 15th.

-MassForum Board

Register Here

SPRING 2022

Spring, Summer, Fall and Winter. Four seasons photographed on the same street from the exact same location.

Topic: What estate planning attorneys need to know about Medicaid/MassHealth

Date: Friday, May 20, 2022

Time: 9:00am to 12:00pm

Long-term care planning, as a sub-specialty of estate planning, involves helping clients achieve Medicaid/MassHealth eligibility and using other advanced planning strategies to preserve the clients’ assets.  This program is intended to familiarize estate planning attorneys with some of the complex long-term care challenges of special concern to our older clients.

The following practicing attorneys have generously agreed to present for us (click links for their bios):

Holly Lemieux, of Lemieux attorney at law
Patrick J. Kelleher of Patrick J. Kelleher & Associates P.C.
Patrick G. Curley & Lucy J. Budman of Curley Law Firm, LLP

FALL 2022

Spring, Summer, Fall and Winter. Four seasons photographed on the same street from the exact same location.