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On Demand Program

2022 Trusts and Estates Updates

Date:

Date Aired: Tuesday, June 14, 2022
Runtime:
Runtime: 1:30h

Program Code:

TAB22

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.

Registration

MBA Member : $0.00
Non-Member : $50.00
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While 2022 is young, the law continues to change at rapid speed. Already this year, key laws and court cases have impacted the trust and estates arena. Please join the Massachusetts Bar Association's Taxation Section as we cover recent updates in various areas of trusts and estates, such as:

  • Market changes, volatility, interest rates and their impact on estate planning
  • Recent cases and updates related to MassHealth and estate recovery
  • Updates on planning for retirement benefits and the release of new regulations under the SECURE Act
  • Proposed legislation revising the Massachusetts estate tax

This webinar was hosted using Zoom.

Faculty:

Luke Bean, Esq., Program Co-chair
Rico, Murphy, Diamond & Bean LLP, Natick
Stephen Colella, Esq., Program Co-chair
BNY Mellon Wealth Management, Boston
Ruth Mattson, Esq., Panelist
Verrill Dana LLP, Boston
Lisa Neeley, Esq., Panelist
Rubin and Rudman LLP, Boston

Sponsoring Sections:

Taxation Section

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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