Registration, Breakfast, and Sponsors

A continental breakfast is included.  Please arrive at 8:00 am to enjoy breakfast, get checked in, and spend some time with the Sponsors who make this event possible.

Welcome & Comments

Estate Tax Return Preparation (M-706/706) Considerations and Pitfalls (part 1)

Advanced walkthrough of the Federal and Massachusetts Estate tax returns with a particular focus on QTIP elections (interplay between Federal and MA election), portability and other elections to consider upon the 1st spouse to pass.  Lifetime gifting considerations to eliminate or reduce Massachusetts Estate Tax. Recent developments, including a walk thru of the new Massachusetts Estate Tax law including the 2 million dollar exemption amount and its impact on the cliff rule as well as instate and out of state property and finally a discussion of the Shaffer case with regards to a Mass QTIP exclusion on the second death along with the recent legislation MASS  H 4799 passed 9-16 and effective 9-24 settling this issue(Considerations for potentially amending prior returns for taxes unnecessarily paid) and so much more. 

Visit Sponsors & Break

Legal Directives speaking opportunity.
 

Estate Tax Return Preparation (M-706/706) Considerations and Pitfalls (part 2)

Advanced walkthrough of the Federal and Massachusetts Estate tax returns with a particular focus on QTIP elections (interplay between Federal and MA election), portability and other elections to consider upon the 1st spouse to pass.  Lifetime gifting considerations to eliminate or reduce Massachusetts Estate Tax. Recent developments, including a walk thru of the new Massachusetts Estate Tax law including the 2 million dollar exemption amount and its impact on the cliff rule as well as instate and out of state property and finally a discussion of the Shaffer case with regards to a Mass QTIP exclusion on the second death along with the recent legislation MASS  H 4799 passed 9-16 and effective 9-24 settling this issue(Considerations for potentially amending prior returns for taxes unnecessarily paid) and so much more.

Visit Sponsors & Break

Cambridge Trust speaking opportunity.

Lunch & Discussion

During lunch, we will have a roundtable discussion.  
Lunch is included with tuition.

A Conversation with the MA DOR Estate Tax Bureau: Common Mistakes to Avoid When Completing an M706 and Updates on the New Massachusetts Estate Tax Law

This session will provide a brief overview of MA 706, and recent changes in the MA estate tax law.
 

Visit Sponsors & Break

In-A-Bind speaking opportunity.

The TCJA Sunset: What to Do, If Anything

This session will provide a brief overview of the TCJA sunset and anti-clawback regulations. We will also review specific strategies to implement before the sunset, including both SLATs and GRATs. Importantly, however, we will also cover the benefits of doing nothing.
 

WealthCounsel Updates

WealthCounsel's Tony Estrella, Practice Development Consultant, will demonstrate and answer your questions about WealthCounsel's newest features. 

Breakfast and Sponsors

A continental breakfast is included.  Please arrive at 8:00 am to enjoy breakfast and spend some time with the Sponsors who make this event possible.

MassForum Business

Introduction to the role and responsibilities of the Board and Committees.

Steps for Setting Firm Revenue Goals (and Being Consistently Profitable Every Month!)

If you’ve ever struggled with the roller coaster of ups and downs in monthly revenue, you will definitely want to hear this practical and powerful presentation by The Ultimate Estate Planner’s Kristina Schneider. During this talk, Kristina will share with you how to set realistic firm revenue goals, an evaluation of setting your fees (and why most lawyers aren’t charging enough!), incentivizing your staff and associates to be motivated to be a part of your firm’s profitability, and much more!  
 

Visit Sponsors & Break & Get to Know Your Board

Those interested in joining the Board or a Committee will break off in small groups to discuss the Board and Committees further.

Reinventing the Law Firm

A panel of estate planning attorneys consisting of an entirely virtual, a hybrid, and traditional brick-and-mortar practices.  Discover the rising trend of virtual law firms, understand the benefits and challenges practices of all types face, and glean insights from seasoned attorneys on how they are reshaping how legal services are delivered.

Lunch & Discussion

During lunch, we will have an open discussion and roundtable. Meet with interested Board members.
Lunch is included with tuition.

Trust Officers' Perspectives on Drafting Tips and a Good Referral Relationship with Estate Planning Attorneys

A panel of trust officers discussing drafting tips with an eye towards administration of a Trust, what they look for in a successful referral relationship with estate planning attorneys, and what doesn’t work. Moderated by Allen Margulis, Esq. of Total Counsel Law Group.

Visit Sponsors & Break

Lessons Learned from the Wealth Counsel Symposium

Roundtable of Symposium attendees discussing highlights and takeaways.

(More details coming soon)

Roundtable and Closing Remarks