COMPREHENSIVE ESTATE PLANNING: TECHNIQUES AND TWEAKS UNDER THE NEW MUPC
The main room for this conference is now filled to capacity. We are offering an overflow room for you to watch the conference on a closed-circut screen. Please call 617-573-8627 to register.
Please Note: This course has already
been held.
Date: Tuesday, December 06, 2011
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 04:45 PM
Faculty
Registration Information
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Purchase Here! |
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ABOUT THE CONFERENCE This program will introduce the estate planner to the Massachusetts Uniform Probate Code (MUPC), which beginning January 2, 2012 will provide new rules for wills, trusts and settlement of estates in Massachusetts. The focus will be on how these rules substantively affect the estate planning process, and the program will include an in-depth analysis of the following topics, among others—
- Changes to the rules of intestacy, and the ability to execute a “negative will”
- Changes to rules of construction
- Changes to the tax apportionment rules
- New rules relating to the effect of marriage and divorce on estate planning documents
- New trust administration rules, which will apply largely the same way to both inter vivos and testamentary trusts
- New rules for naming fiduciaries
We will work through typical estate planning instruments and discuss how the MUPC will impact the way we prepare those instruments after January 2nd. Although there will be an overview of Article III (outlining the estate settlement process), there will be much more focus on Article II (which contains substantive rules applicable to wills, trusts, beneficiary designations and other “governing instruments) and Article VII (which contains rules relating to trust administration).
BENEFITS OF ATTENDING The material covered in this program is essential learning for anyone who prepares estate plans for Massachusetts residents. Attendees will learn, among other things—
- How the new rules apply to existing instruments
- When to revise existing documents on account of the new rules
- How to change your boilerplate language to take the new rules into account
- How to take advantage of the new estate planning tools that will be available
- How the new rules apply to beneficiary designations and other non-traditional documents that dispose of property at a person’s death
- When to use a testamentary trust and how to draft one
The program will help you understand what’s in the MUPC from a planning perspective to help you focus your study of the voluminous new law.
WHO SHOULD ATTEND The program will be geared toward estate planning lawyers with a general understanding of basic planning techniques. It would also be appropriate for paralegals who prepare estate planning documents. The materials covered will be useful to a practitioner of any experience level who wants to understand what the MUPC means for the estate planning practice.
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Marc J. Bloostein, Esq., Co-Chair
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Ropes & Gray LLP |
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Mark A. Leahy, JD, LLM, Co-Chair
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Whittum & Leahy |
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Professor Anthony B. Sandoe, Co-Chair
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Suffolk University Law School |
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Patricia M. Annino, Esq.
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Prince Lobel & Tye LLP |
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Susan A. Atlas
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Adjunct Professor, Suffolk University Law School
Assistant Professor and Director of Paralegal Program at Bunker Hill Community College |
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Cameron Casey, Esq.
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Ropes & Gray LLP |
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Matthew R. Hillery, Esq.
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Edwards Wildman Palmer LLP |
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Andrew Rothstein, Esq.
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Goulston & Storrs, P.C. |
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| S C H E D U L E / A G E N D A |
9:00 a.m. to 12:15 p.m.WELCOME AND OVERVIEW
Exploration of the MUPC from an Estate Planner’s Perspective
MUPC Highlights Effect on the Tools of Estate Planning
Marc J. Bloostein and Mark A. Leahy, Co-Chair Wills | Patricia M. Annino, Moderator Inheritance and Disinheritance
Susan A. Atlas and Anthony B. Sandoe Formalities
Patricia M. Annino Rules of Construction
Andrew Rothstein | 12:15 | Lunch (On Your Own) |
1:15 to 4:45 p.m. Effect on Marriage and Divorce
Matthew R. HilleryExecutors’ Powers, Nomination of Fiduciaries and Administration Issues
Mark A. Leahy Tax Apportionment
Carmeron Casey Recovable Trusts | Cameron Casey, Moderator Pour-over Rules
Post-MUPC Benefits of a Separate Revocable Trust
Matthew R. Hillery Rules of Construction
Andrew Rothstein Tax Apportionment
Cameron Casey Irrevocable Trusts | Marc J. Bloostein, Moderator Effective Date Issues; Rules of Construction and Other Matters
Patricia Annino Beneficiary Designations | Matthew R. Hillery, Moderator Rules of Construction
Andrew Rothstein Effect of Marriage and Divorce
Matthew R. Hillery Tax Apportionment
Cameron Casey Powers of Attorney
Andrew Rothstein Panel Discussion and Q & A | 4:45 | Conclude |
| Date: |
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Tuesday, December 06, 2011 |
| Tuition: |
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TUITION: $200; $170 FOR SUFFOLK ALUMNI AND ATTORNEYS ADMITTED TO THE BAR AFTER 2009. THE COURSE MATERIALS FOR THIS PROGRAM WILL BE PUBLISHED ELECTRONICALLY AND WILL BE EMAILED TO YOU PRIOR TO THE CONFERENCE. IF YOU WOULD LIKE TO PURCHASE A HARD COPY, THERE WILL BE AN ADDITIONAL CHARGE OF $35.00. ORDER BY NOVEMBER 14, 2011 AND HAVE THE MATERIALS READY FOR PICK-UP THE DAY OF THE CONFERENCE.
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| Walk-Ins: |
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Please call 617.573.8627 to confirm space availability.
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| Refunds: |
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There is a $15.00 cancellation fee if you cancel the business day before.
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| Location: |
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Suffolk University Law School, 120 Tremont St., Boston, MA
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| Credit: |
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Approved for CLE Credit in RI, NH, VT and ME.
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Special
Needs: |
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If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.
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Directions to the Law School.
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Unable to attend but are interested in the course materials?
Purchase Here! |
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