Program Details

Trusts and Estates Year in Review 2012

Content Partner:  Boston Bar Association
Price: $155.00*
Member Price:  $125.00
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart


An annual hit among estate planning practitioners, this seminar offers a rare opportunity to learn about the year’s significant developments in Massachusetts and federal laws that affect your estate planning practice. The panelists will cover Massachusetts legislative developments, and review significant tax and state law cases and regulations between June 2011 and June 2012. It is one that you cannot afford to miss!

Specific Topics:

Massachusetts legislative developments:  Highlights of the Uniform Probate Code, status of the Uniform Trust Code, and the status of the Bird case on the adopted issue statute

Tax law:  Significant cases in the family limited partnership area and in the area of gift tax valuation and formula clauses; new and proposed estate, gift and GST tax regulations; developments in charitable planning and retirement benefit planning

State law:  Review of recent Massachusetts cases affecting the practice of trusts and estates law

Practice Areas: Estate Planning & Probate, Wills & Trusts
Online Media Type: Video
Production Date: 06/13/2012 3:00 PM EDT
Level: Intermediate
Category: Standard
Duration: 3 Hours, 0 Minutes
Online Format: Live

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 2.75
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Brad Bedingfield - Wilmer Cutler Pickering Hale and Dorr LLP
Amy R. Lonergan - Bingham McCutchen LLP
Susan L. Repetti - Nutter McClennen & Fish LLP
Stacy K. Mullaney - Fiduciary Trust Company, Boston
Caleb Sainsbury - Pabian & Russell, LLC
Kelly A. Aylward - Bove & Langa, P.C.
Kristin T. Abati - Choate Hall & Stewart LLP
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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