On Demand Program

2022 Trusts and Estates Updates


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

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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.


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

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