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 2019

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

Friday, February 8, 2019  8:30 A.M. - 12:30 P.M.

Learn how to answer your clients' questions and address their concerns regarding everything from choosing a living will to a comfort care order, choosing to be an organ donor, choosing final disposition of their bodily remains, and choosing memorial service options.

Guest speakers may include: physician, a hospice director, an organ donation coordinator, a funeral director, and a cemetery director

Spring 2019

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

Friday, May 10, 2019 8:30 A.M. - 12:30 P.M.

Topic:  Your Custom Clauses and Documents

Location (please note the meeting location): Hilton Garden Inn - Waltham, 450 Totten Pond Road, Waltham, MA 02451

You custom draft your clients’ legal documents to address their unique circumstances. At our next quarterly meeting, together as a group we will compare and brainstorm some of our member-drafted custom clauses and unique documents to spark thought and inspire enhancements and improvements to all our drafting.

To attend this quarterly meeting, no later than May 1, 2019, please send at least 2-3 of your own sample, substantive drafting clauses or unique documents in the body of an email or in Microsoft Word format to board@maforumepa.com with only “CUSTOM” in the subject line (so we can filter and compile all submissions).

Examples:

  • authority in a health care proxy to consent to the administration of antipsychotic medication without prior court approval;
  • authority in a durable power of attorney to establish an ABLE account for a disabled individual;
  • trust clauses regarding property use and occupancy rights.

The Board will compile and organize all member-provided submissions, without attribution, to review and discuss together

As always, we will also include a roundtable discussion about the most relevant topics of interest of our members. Have any discussion topics, please feel free to email us at board@maforumepa.com

You won't want to miss this one!

Summer 2019

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

 Monday, July 29, 2019 8:30 A.M. - 5 P.M.

Precursor to the Wealth Counsel Annual Symposium which will be held in Boston this year.

Fall 2019

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

Date: October 18, 2019 Time: 8:30am to 12:30pm

2019 Fall Annual Meeting - Special Halloween Edition
Join us for breakfast, coffee and networking. A valuable, 3 hour event will follow.

Location (please note the meeting location): Hilton Garden Inn - Waltham, 450 Totten Pond Road, Waltham, MA 02451

Topic: Horror Stories from the Field of Trusts & Estates

Location: Hilton Garden Inn - Waltham, 450 Totten Pond Road, Waltham, MA 02451

Join us Friday, October 18, 2019 at 8:30 AM for breakfast, coffee and networking. A valuable, 3 hour event will follow. Attend this scary good event and elect the new Board of Directors. Listen to horror stories from the field of trusts & estates. Learn what to fear. First, Attorney Dan Capobianco will give a presentation on In Terrorem clauses (i.e., No Contest provisions). Do they work in Massachusetts? What should they include and not include? Second: a panel/roundtable discussion of estate planning horror stories, with most of the gory details discussed - examples include unintended consequences of distributions to beneficiaries; fiduciary litigation & trustee liability including when you're serving as Trustee; unfunded trusts; scary clients that won't stop haunting you, and more!

Can you think of any horror stories you want to share? As always, we will also include a roundtable discussion about the most relevant topics of interest of our members, including the proposed Secure Act (H.R. 1994), proposed bills in the Massachusetts legislature changing the MA Estate Tax threshold, new POMS on legal fees and status of Pooled Trusts, to name a few. If you have any discussion topics, please feel free to email us at board@maforumepa.com. In addition to the substantive program and roundtable, the Forum will also be conducting its Annual Meeting and voting on members for the Board's new term. The nominees, as submitted by the nominating committee, are:

  • Class of 2020: Amy Antonellis, Paul Bernstein, Allen Margulis, Danielle G. Van Ess, Maria Baler, and Brandon Walecka
  • Class of 2021: Nancy Kelleigh, George Constant, Christopher Anasoulis, and Timothy Borchers