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 2023
SUMMER 2023
Topic: Trustees and Estate Planning in the Era of Home DNA Test Kits & Trust Administration: Duties of Attorneys.
Date: Friday, August 11, 2023
Time: 9:00AM to 12:00PM
Venue: Zoom - Link after registration
Pricing: FREE for Members (be sure to LOG-IN at the top-right corner)
$50 for Non-members
Attorney Phoebe Stone of Phoebe Stone Law will present Trustees and Estate Planning in the Era of Home DNA Test Kits.
Attorney Zach Bloxham of Sandberg, Stettler, & Bloxham (SSB Law), will present Trust Administration: Duties of Attorneys. Attorney Zach Bloxham practices in areas of trust-based estate planning, Medicaid, VA, and appellate litigation, he also serves on the Layton City Council. He is a graduate of Gonzaga University.
As always, 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 there!
-Board of Directors
SPRING 2023
Topic: Ethics of Client Incapacity, Remote Notarization, & Unexpected Estate Inclusion by the Massachusetts Department of Revenue (DOR)
Date: Friday, May 19, 2023
Time: 9:00am to 12:00pm
Venue: Zoom
Pricing: FREE for Members (be sure to LOG-IN at the top-right corner)
$50 for Non-members
Ethics of Client Incapacity
Pamela A. Harbeson, Esq., with the Massachusetts Office of the Bar Counsel will address ethics related to client incapacity in estate planning. Can the client grant permission to the attorney in advance to speak to a named individual, whether the person is named in a durable power of attorney or another person, if the attorney suspects the client may be losing capacity? Can or should you speak to family members and when - Spouse versus children?
Remote Notarization
Tucker Dulong, Esq., Massachusetts Title Counsel to CATIC (Connecticut Attorneys Title Insurance Company) Title Insurance will give a presentation on the newly passed Massachusetts remote notarization law, including how to comply with the issues related to the act.
Unexpected Estate Inclusion by the Massachusetts Department of Revenue (DOR)
Chris Anasoulis, Esq., of Lisa, Poloski & Anasoulis LLP, will speak on how the Massachusetts DOR has been attacking a common estate planning technique used by many married clients, resulting in a surprise estate tax when the surviving spouse dies. Under the attack, the DOR is including 50% of the value of the primary residence into the surviving spouse's estate even though the entire property was owned by the deceased spouse's credit shelter trust. Come and learn about the details of the DOR’s position and how to minimize the risk to your clients.
Roundtable Discussion
Immediately following our speakers, we will have a group discussion on these and other topics of interest to attendees.
As always, 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 there!
-Board of Directors
FALL 2023
Topic: TBD
Date: Thursday & Friday, September 28th & 29th, 2023
Time: ALL DAY
Venue: Sheraton Boston Needham
Pricing: TBD (based in part on speaker fees & venue costs)
Panelists (click links for bios): TBD
As always, 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 there!
-Board of Directors