TEN CRITICAL ISSUES UNDER THE NEW UNIFORM TRUST CODE
Please Note: This course has already
been held.
Date: Friday, October 12, 2012
Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 09:00 AM - 05:00 PM
Schedule/Agenda
Registration Information
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ABOUT THE CONFERENCE As of July 8, 2012, the MUTC went into effect signifying the first time Massachusetts’ trust law has been codified. With a few exceptions, the MUTC is applicable to all trusts in existence before, on or after the effective date and the provisions of the MUTC impact all aspects of trust administration. Concentrating on the practical application of the MUTC, the in-depth discussion will focus on ten select provisions of the MUTC. Among the issues to be discussed are:
- What impact does the MUTC have on the common law? To what extent does Section 105 now permit settlors to draft around the common law?
- Who is a qualified beneficiary and why does it matter?
- What is the scope of a trustee’s duty to keep the beneficiaries of a trust informed regarding the trust’s ad-ministration? May the settlor draft around the duty to inform?
- How have revocable trusts changed?
- How does virtual representation work under the MUTC?
- What is the role of the Court in utilizing the MUTC?
- Does the MUTC provide new standards for removing a trustee?
- What does the MUTC provide regarding judicial modification and termination of trusts? What opportunities does the MUTC provide for a trust to be modified without court involvement?
- Does the trustee of an existing testamentary trust continue to have an obligation to account to the Probate Court?
- What impact does the MUTC have on the duty of loyalty?
ATTEND AND LEARN - How to apply key provisions of the MUTC
- How the MUTC applies to existing trusts
- How to manage the interplay of the MUTC and the common law
- Impact of the MUTC on trust administration
- How to utilize the court system in connection with implementing the MUTC
WHO SHOULD ATTEND? The target audience for this program is lawyers who focus on: estate planning, advising trustees or serving as a trustee. It will also be beneficial to lawyers and other professionals who work for a corporate fiduciary.
| S C H E D U L E / A G E N D A |
| 9:00 |
WELCOME AND INTRODUCTIONS |
Marc J. Bloostein, Esq., Co-Chair, Moderator
Ropes & Gray LLP
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| 9:10 |
OVERVIEW OF THE MUTC |
Eric P. Hayes, Esq., Co-Chair
Goodwin Procter LLP
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| 9:25 |
IMPACT OF THE MUTC ON COMMON LAW |
Eric P. Hayes, Esq., Goodwin Procter LLP
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| 9:55 |
WHO IS A QUALIFIED BENEFICIARY? |
Jennifer F. Galvagna, US Trust Company, Bank of America Private Wealth Management
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| 10:55 |
TRUSTEE'S DUTY TO INFORM |
Stacy K. Mullaney, VP & Trust Counsel, Fiduciary Trust Company, Boston
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| 11:25 |
HOW HAVE REVOCABLE TRUSTS CHANGED? |
Marc J. Bloostein, Esq., Ropes & Gray LLP
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| 11:55 |
VIRTUAL REPRESENTATION |
Stacy K. Mullaney, VP & Trust Counsel, Fiduciary Trust Company, Boston
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| 12:45 |
LUNCH (On Your Own) |
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| 1:45 |
UTILIZING THE COURT SYSTEM |
Timothy D. Sullivan, Esq., AndoverLaw, P.C.
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| 2:15 |
STANDARDS FOR REMOVING A TRUSTEE |
Jennifer F. Galvagna, Esq., US Trust Company, Bank of America Private Wealth Management
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| 2:45 |
JUDICIAL MODIFICATION AND TERMINATION |
Timothy D. Sullivan, Esq., AndoverLaw, P.C.
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| 3:45 |
ACCOUNTING TO THE PROBATE COURT |
Marc J. Bloostein, Esq., Ropes & Gray LLP
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| 4:15 |
DUTY OF LOYALTY |
Eric P. Hayes, Esq., Goodwin Procter LLP
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| Date: |
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Friday, October 12, 2012 |
| Tuition: |
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$200; $170 for Suffolk Alumni, attorneys admitted to the bar after 2011. 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.
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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 cancellation fee for those who cancel by Thursday, October 11, 2012. After that date, no refunds will be given.
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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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Evaluate this course.
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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