CLE Program

Massachusetts Estate Tax Return Preparation


Date: Tuesday, December 4, 2018
Time: 4:00 p.m. - 7:00 p.m.
Runtime: 3:00h

Program Code:


Program Options:

Watch On Demand

The MBA offers, upon request, Certificates of Attendance to individuals who attend real-time webcasts. Certificates are not available for participation in recorded MBA On Demand programs.


MBA Paralegals : $0.00
MBA Law Student : $0.00
MBA Member : $0.00
MBA New Admittee : $0.00
Non-member : $160.00
Register On Demand

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Join experienced practitioners as they walk through everything you need to know for the preparation of a Massachusetts estate tax return.

While discussing the essentials of estate tax preparation, panelists will outline issues, potential traps and state-specific information to be aware of during preparation.

Additionally, attendees will gain valuable information about estate tax issues, such as:

  • Taxation of out-of-state real estate
  • The effect of gifting on filing requirements
  • Massachusetts QTIP elections

Additional faculty to be announced.


Lisa M. Rico, Esq., Program Chair
Rico, Murphy, Diamond & Bean LLP, Natick
Laura Riccio, Esq., Panelist
Fedele & Murray, P.C., Norwood
Joblin Younger, Esq., Panelist
Law Office of Joblin C. Younger PC, Beverly

Sponsoring Sections:

Probate Law Section
Taxation Section
Young Lawyers Division

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

System Requirements
Read the On Demand system requirements and view an On Demand product demonstration. If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or email Marc.

Read System Requirements  Watch On Demand Demonstration

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