Trust Administration Practice Group Chair Chris Milne
The Probate Law Section seeks all Massachusetts Bar Association
members interested in joining the newly formed Trust Administration
Practice Group to attend the introductory meeting on Tuesday, March
4, from noon to 2 p.m., at the MBA, 20 West St., Boston. Attorneys
at all levels of practice and experience are encouraged to sign
up.
The Trust Administration Practice Group is dedicated to
identifying and promoting best practices for trust administration
including:
- Trust administration under the new Massachusetts UTC and
UPC
- Court decisions affecting trust administration
- Preparation/filing of accountings
- Fiduciary tax returns and trust tax issues
- Trusts and other protections for clients with diminished
capacity who meet standards of (a) G.L. c. 190B §5-401, (b) G.L. c
231 §140C ½ and/or (c) Mass. R. Prof. C. 1.14.
This new group will meet regularly and provide education,
publish articles and track/ propose legislation to practitioners in
the trust administration field.