Friday, September 16, 2022
Current Developments
Instructors: Stephen R. Akers and Ronald D. Aucutt
Technology to Streamline Your Practice
Instructor: Andrew J. DeMaio
Ethical Considerations in Estate Planning
Instructor: Sara Goldman Curley
Current Issues in Trust Administration
Instructors: Eric P. Hayes and Thomas P. Jalkut
- Who Are My Qualified-Beneficiaries
- West v Third Nat Bank of Hampden County
- The Trustee’s Duty to Inform by T.P
- Sacks v. Dissinger SJC Decision
- New England Fellows Institute of the American College of Trust and Estate Counsel – Who is a qualified beneficiary – Recent Massachusetts Cases
- New England Fellows Institute of the American College of Trust and Estate Counsel – NonJudicial Settlement Agreements
- MUTC Virtual Representation
- MUTC Section 111 and 411
- Matter of Bradley K Brakke Trust dated November 11 2013
- In re McGregor
- Colecchia Appeals Court Decision
- Claflin v Claflin
Grantor Trusts
Instructor: Samuel A. Donaldson