The host is pleased to offer this program to an in-person audience in the Boston conference center in addition to the live and recorded webcasts. Masks are encouraged.
This two-day course provides a complete and essential framework on tax considerations when drafting trusts. Experienced panelists focus on the sections of the Internal Revenue Code and regulations therein which deal with the taxation of trusts and guide you through different types of trusts, trustee powers, computation of income, and basic taxation. This course provides the attorney who has recently decided to concentrate practice in probate and estate planning with a formidable foundation in income taxation of trusts. You emerge with definitive knowledge of income taxation trusts and the tools to effectively counsel your clients.
This two-day course provides a complete and essential framework on tax considerations when drafting trusts. Experienced panelists focus on the sections of the Internal Revenue Code and regulations therein which deal with the taxation of trusts and guide you through different types of trusts, trustee powers, computation of income, and basic taxation. This course provides the attorney who has recently decided to concentrate practice in probate and estate planning with a formidable foundation in income taxation of trusts. You emerge with definitive knowledge of income taxation trusts and the tools to effectively counsel your clients.
Course Content
Day One - Monday, October 17, 20229:30 am - 11:30 am
Federal Income Taxation of Simple and Complex Trusts
Jennifer Z. Flanagan, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
11:30 am - 11:45 am
Break
11:45 am - 12:45 pm
Computation of Net Taxable Income and Credits by Trusts, Estates or Beneficiaries
Anne Katsas, JD,
Fiduciary Trust Company, Boston
Patricia Schatzlein Smock, Esq.,
Fiduciary Trust Company, Boston
12:45 pm - 1:45 pm
Lunch (on your own)
3:00 pm - 4:30 pm
Massachusetts Income Taxation of Estates and Trusts
Eric P. Hayes, Esq.,
Goodwin Procter LLP, Boston
Day Two - Tuesday, October 18, 2022
9:30 am - 11:15 am
Foreign Trusts, Trusts for S-Corporation Stock and Other Special Trusts
Ruth A. Mattson, Esq.,
Verrill Dana LLP, Boston
11:15 am - 11:30 am
Break
11:30 am - 12:30 pm
Powers of Appointment, Powers of Withdrawal and Trustee Powers
Kevin M. Ellis, Esq.,
Hemenway & Barnes LLP, Boston
12:30 pm - 1:15 pm
Lunch (on your own)
2:00 pm - 3:00 pm
Grantor Trusts
Kenneth P. Brier, Esq.,
Brier, Marandett & Rossetti LLP, Needham
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
ChairKenneth P. Brier, Esq.,
Brier, Marandett & Rossetti LLP, Needham
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Kevin M. Ellis, Esq.,
Hemenway & Barnes LLP, Boston
Jennifer Z. Flanagan, Esq.,
Mirick, O'Connell, DeMallie & Lougee LLP, Worcester
Eric P. Hayes, Esq.,
Goodwin Procter LLP, Boston
Anne Katsas, JD,
Fiduciary Trust Company, Boston
Ruth A. Mattson, Esq.,
Verrill Dana LLP, Boston
Patricia Schatzlein Smock, Esq.,
Fiduciary Trust Company, Boston
