2018 Fall Annual Meeting

2018 Fall Annual Meeting

Friday, October 19, 2018 at 8:30 AM to 6:00 PM (EST)
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location

Babson Executive Conference Center
Executive Education Circle
Wellesley, Massachusetts, United States 02482

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Practical Guidance for Estate Planning Attorneys with Business Owner Clients
 
Join us at 8:30am for coffee and networking in the well-stocked break stations by our meeting room. 

Our program will begin at 9:00AM with a Roundtable Discussion comparing and sharing advice regarding intake, initial consultations with, and issue-spotting for our business owner clients.  Bring One, Take One – We encourage attendees to bring a sample of something from their practices to share with others and to leave with samples others have shared.
 
Attorney Patrick Carlson will then lead us through advising our clients regarding the best choice of entity for their businesses at the formation stage or converting established entities.
 
Attorney Shehla Syed will then teach us what every estate planning attorney needs to know about intellectual property in estate planning and funding those tricky assets, especially for our business owner clients.

After a surprisingly good, buffet style luncheon in Sorenson Commons, we will resume by inviting all members in good standing to participate in our Annual Meeting and to help direct the leadership of the forum for the year ahead.  Non-member attendees may enjoy an extended lunch.
 
Following our annual meeting, Attorney Dan Capobianco will provide a solid overview of issues involved in and options for effective business succession planning.
 
Attorney Paul Bernstein will then teach us how to audit an existing operating or buy-sell agreement.  This will provide guidance regarding what to include in such an agreement and what to do practically when a business owner or her business partner divorces or dies.

Finally, please stay for an hour after we wrap up all that learning for more social networking with colleagues new and old and join us for a cocktail party in Deerfield Commons to celebrate the Mass Forum’s 10th anniversary.

Whether you're an experienced in business succession planning or new to this area of practice, you won't want to miss this program!
 
Cost to attend:  
  • $120 for MassForum members in good standing (i.e. those who have paid annual dues to the MassForum for 2018)
  • $175 for non-members (including Wealth Counsel members who are not MassForum members in good standing)
Notes about attending:
  • The room has WiFi and ample power outlets so bring your laptops, tablets, or your trusty legal pads and come ready to participate & learn!
  • Complimentary snacks and beverages are ample and conveniently located around the room where we will be meeting; lunch is delicious, conveniently located on site, a great opportunity for networking with colleagues, & included in your registration fee;
  • Parking is either in an outside lot within about a block walk to the entrance or in an inside lot a little closer to the entrance; and
  • Final head counts are due and no refunds will be possible after this Friday, October 12, 2018.
In addition to the substantive legal program, the Forum will also be conducting its Annual Meeting and voting on members for the Board's new term. 

The nominees, as submitted by the nominating committee, are: 
1.  Nicole James
2.  Paul Bernstein
3.  Allen Margulis
4.  Danielle G. Van Ess
5.  Maria Baler
6.  Brandon Walecka

Directions to Babson's Executive Education Center.

We hope to see you there!  
Register now!

location

Babson Executive Conference Center
Executive Education Circle
Wellesley, Massachusetts, United States 02482

Get directions »

Event hosted by

MA FORUM OF ESTATE PLANNING ATTORNEYS

Medway, MA, 02053
MAForumEPA
board@maforumepa.com

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