Product Description

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.

Agenda & Materials

• Day One: Thursday, November 12, 2020
• 9:30 - 11:30 am

  Federal Income Taxation of Simple and Complex Trusts

  on demand video Add to Cart

  Charles Fayerweather, Esq., Hemenway & Barnes LLP , Boston
  
• 11:30 - 11:45 am

  Refreshment Break
• 11:45 - 12:45 pm

  Computation of Net Taxable Income and Credits by Trusts, Estates or Beneficiaries

  on demand video Add to Cart

  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  
• 12:45 - 1:45 pm

  Lunch (on your own)
• 1:45 - 2:45 pm

  Computation of Net Taxable Income and Credits by Trusts, Estate, or Beneficiaries (continued)

  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  
• 2:45 - 3:00 pm

  Refreshment Break
• 3:00 - 4:30 pm

  Massachusetts Income Taxation of Estates and Trusts

  on demand video Add to Cart

  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  
• Day Two: Friday, November 13, 2020
• 9:30 - 11:15 am

  Foreign Trusts, Trusts for S-Corporation Stock and Other Special Trusts

  on demand video Add to Cart

  Ruth A. Mattson, Esq., Verrill Dana LLP , Boston
  
• 11:15 - 11:30 am

  Refreshment Break
• 11:30 - 12:30 pm

  Powers of Appointment, Powers of Withdrawal, and Trustee Powers

  on demand video Add to Cart

  Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
  
• 12:30 - 1:15 pm

  Lunch (on your own)
• 1:15 - 2:00 pm

  Powers of Appointment, Powers of Withdrawal, and Trustee Powers (continued)

  Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
  
• 2:00 - 3:00 pm

  Grantor Trusts

  on demand video Add to Cart

  Kenneth P. Brier, Esq., Brier, Marandett & Rossetti LLP , Needham
  
• 3:00 - 3:15 pm

  Refreshment Break
• 3:15 - 4:30 pm

  Grantor Trusts (continued)

  Kenneth P. Brier, Esq., Brier, Marandett & Rossetti LLP , Needham
  

Please Note

MCLE webcasts are 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.

Chair

Faculty