Product Description

MCLE is pleased to offer this program to an in-person audience in our 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.

Agenda & Materials

• Day One - Monday, October 17, 2022
• 9:30 am - 11:30 am

  Federal Income Taxation of Simple and Complex Trusts

  on demand video Add to Cart

  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

  on demand video Add to Cart

  Anne Katsas, Esq, 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

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

  on demand video Add to Cart

  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

  on demand video Add to Cart

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

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Chair

Faculty