Trust Administration Practice Group meeting
The Probate Law Section invites all MBA members who are interested in joining the newly formed Trust Administration Practice Group to attend the introductory meeting on Tuesday, March 4, 2014 from 12-2 pm at the MBA. Attorneys at all levels of practice and experience are encouraged to sign up.
The Trust Administration Practice Group is dedicated to identifying and promoting best practices for trust administration including: trust administration under the new Massachusetts UTC and UPC; Court decisions affecting trust administration; preparation/filing of accountings; fiduciary tax returns and trust tax issues; trusts and other protections for clients with diminished capacity who meet standards of (a) G.L. c. 190B §5-401, (b) G.L. c 231 §140C ½ and/or (c) Mass. R. Prof. C. 1.14.
This new group will meet regularly and provide education, publish articles and track/ propose legislation to practitioners in the trust administration field. All MBA members currently practicing in this field or are interested in adding trust administration to their practice are invited to join. If you are interested in joining this new practice group, please contact Jean Stevens at jstevens@massbar.org and join us at this introductory meeting.
For more information, go to the Probate Law My Bar Access page on our website (www.massbar.org).