Lawyers e-Journal

Thursday, Jan. 31, 2008

Upcoming educational programming and Casemaker training schedule

Join the MBA for a series on probate practice

CLE Heading

To register for the following programs, call MBA Member Services at (617) 338-0530, [e-mail membership] or visit the CLE Web site.

Seminar

Employment Law for Lawyers
Course #: LEF08
Introductory level
Tuesday, Feb. 5, 4–7 p.m.
Western New England School of Law, Springfield

You are a sole practitioner or a partner in a small firm. You may be well-versed in the aspects of law that comprise your practice, but how much do you know about the laws and regulations affecting you and your clients as employers? As your firm grows from one lawyer to a hard-working group of lawyers, paralegals and support staff, employment law issues can take more and more of your time, and also lead to costly learning experiences.

 

Join us for this highly practical and interactive seminar and listen to experienced employment law practitioners discuss these and other common employment law issues faced by legal practices from different perspectives.

 

For more seminar information, or to register, visit the MBA Calendar

 

Seminar Series

How to Probate an Estate: Parts I and II

Settling an estate is an essential element of a probate practice. These companion courses  will help you to build your practice on a solid foundation. Part I will focus on estate administration and Part II on the taxation of estates.

How to Probate an Estate: Part I
Course #: PLB08
Introductory level
Tuesday, Feb. 5, 4–7:30 p.m.
MBA, 20 West St., Boston
For more information, click here.

Our panelists will focus on the nuts and bolts of estate administration, including:

  • Collecting the information you need to probate the estate;
  • Advising and guiding your clients;
  • Processing the estate in probate court;
  • Completing the inventory and preparing an account;
  • Complying with time limits;
  • Obtaining a license to sell; and
  • Finalizing the estate.

How to Probate an Estate, Part II
Course #: PLC08
Introductory level
Tuesday, Feb. 12, 4–7:30 p.m.
MBA, 20 West St., Boston
For more information, click here.

Our panelists will focus on the nuts and bolts of the taxation of estates, including:

  • Collecting the information you need to decide whether the estate is subject to estate or income tax;
  • Placing a value on the estate;
  • Obtaining the release of the estate tax lien;
  •  Preparing estate tax returns;
  • Meeting time limits for processing tax forms; and
  • Fiduciary income tax issues.

Attendance at both sessions is encouraged, but not required. Discounted rates for attending both Part I and II. Join us and start building your career as a trusts and estates practitioner.

Seminar Series

Business Basics for Divorce Lawyers:

Three Basic Programs for the Beginning Divorce Lawyer

Beginning divorce lawyers often assume that valuation and taxes only matter in complex cases. This series of programs will simplify the mysteries of tax and valuation at the most basic level. It will help you communicate with your expert and work confidently with your business owner client.

NOTE: Attendance at the three sessions is encouraged, but not required. Discounted rates for attending two or more sessions.

Part II: Understanding Business Valuation

Course #: FLK08
Introductory level
Thursday, Feb. 7, 4–7 p.m.
MBA, 20 West St., Boston
For more information,
click here.

Attendees will learn basics of valuation, including:

  • The capitalization of income approach to valuation;
  • Standards of value – fair market value, strategic value, value to holder or “divorce value;”
  • Income and capital gains tax discounts;
  • Discovery; working with your expert; and more

Part III: Reading and Using Tax Returns in Divorce Cases

Course #: FLL08
Introductory level
Monday, Feb. 11, 4–7 p.m.
MBA, 20 West St., Boston
For more information,
click here.

Topics include:

  • Discovery, the basic structure of returns, how to locate assets and calculate income;
  • How to compare returns over a period of years;
  • When to hire a forensic accountant, and more.

The course will also include basic review of divorce tax principles, such as alimony, child support, personal loans, capital gains and losses, earned income credit, dependency exemptions, and more.

Casemaker Training

MBA members have free, unlimited use of Casemaker, which was recently upgraded in January 2008. A Web-based legal research library, Casemaker allows users to search and browse historic and current state and federal case law, state statutes and regulations, ethics opinions, rules of professional conduct and more. Learn how to best utilize this free tool at one of our Casemaker training programs, held at central locations around the state.

Casemaker Training (Boston)
Course #: CASES08
Introductory level
Monday, Feb. 11

9:30–10:45 a.m.
MBA, 20 West St., Boston

**This training is exclusively for attendees bringing and using laptop computers.  No desktop computer stations will be available.

Casemaker Training (Norwood)
Course #: CASEM08
Introductory level
Wednesday, Feb. 13
Noon–1:15 p.m.
Norfolk Law Library, Norwood

For directions, click here or call (781) 769-7483.

Casemaker Training (Worcester)
Course #: CASEP08
Introductory level
Thursday, Feb. 28

2 p.m.–3:15 p.m.
Trial Court Law Library, Worcester

For directions, click here or call (508) 756-1665 ext. 185.

*Although the MBA does charge a fee for trainings, the fee is charged only in order to cover costs associated with putting on trainings.

Because space at Casemaker trainings is limited, online enrollment is not available. To register for a training session, call Member Services at (617) 338-0530 or toll-free at (877) 676-6500.

Open meeting

Public Law Section Open Meeting

Thursday, Feb. 7, 5:30 p.m.
MBA, 20 West St., Boston

 

The Public Law Section welcomes all MBA members to an open meeting featuring Shelly Taylor, Chief Administrative Magistrate of the Division of Administrative Law Appeals.  Taylor will discuss the DALA's current and future agenda, and seek input from association members in establishing short term and long range priorities for the agency.

 

  • In addition to a general Q & A, topics of discussion will include:
  • Moving the docket of older cases at DALA;
  • Whether and how the bar should participate in evaluating magistrates;
  • Overall agency performance; and
  • The impact that feedback from the bar is having at DALA today.

Please [e-mail jstevens] indicating whether you will be able to attend this meeting.

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