Speaker, "21st Annual Estate Planning Conference," MCLE

June 30, 2020 at 9:30am4:30pm
Suma V. Nair

This conference provides an update on key issues, new developments, court trends, and practice tips to know about for the upcoming year.

  • Trust Administration and Investment Management: The investment management landscape for trustees is complex and always changing. 
  • Estate Planning Considerations for End of Life: Hear practical insight on estate planning considerations for clients who have a terminal illness or are otherwise close to the end of their life.
  • What’s Up in the World of Fiduciary Litigation: Fiduciary litigation, which traditionally has been based on local law and statutes, has become national in scope with the adoption of a plethora of uniform acts. Massachusetts has not yet developed a body of case law on its Uniform Trust and Probate Codes. This portion of the program will review cases from around the country and discuss recent Massachusetts cases.