2019 Spring Quarterly Meeting

2019 Spring Quarterly Meeting

Friday, May 10, 2019 at 8:30 AM to 12:30 PM (EST)
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location

Hilton Garden Inn - Waltham
450 Totten Pond Road
Waltham, Massachusetts, United States 02451

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Join us Friday, May 10, 2019 at 8:30 AM for breakfast,  coffee and warm, friendly networking. A valuable, 3 hour presentation will follow.  

Topic: Your Custom Clauses and Documents

Location: Hilton Garden Inn - Waltham, 450 Totten Pond Road, Waltham, MA 02451 (PLEASE NOTE THE MEETING LOCATION)

Date: May 10, 2019

Time: 8:30am to 12:30pm

Details:
You custom draft your clients’ legal documents to address their unique circumstances.  At our next quarterly meeting, together as a group we will compare and brainstorm some of our member-drafted custom clauses and unique documents to spark thought and inspire enhancements and improvements to all our drafting. 

To attend this quarterly meeting, no later than May 1, 2019, please send at least 2-3 of your own sample, substantive drafting clauses or unique documents in the body of an email or in Microsoft Word format to board@maforumepa.com with only “CUSTOM” in the subject line (so we can filter and compile all submissions).

Examples:

  • authority in a health care proxy to consent to the administration of antipsychotic medication without prior court approval;
  • authority in a durable power of attorney to establish an ABLE account for a disabled individual;
  • trust clauses regarding property use and occupancy rights.

The Board will compile and organize all member-provided submissions, without attribution, to review and discuss together

As always, we will also include a roundtable discussion about the most relevant topics of interest of our members. Have any discussion topics, please feel free to email us at board@maforumepa.com

You won't want to miss this one!

If you have any questions, please send a message to us via: board@maforumepa.com.  Please recall that we are a purely volunteer-only Board of actively-practicing attorneys.  We thank you in advance for your (and your team/staff members') courteous patience while you wait for our reply.

DISCLAIMER: All sample clauses and documents are for general, informational purposes only and your use of any of them is at your own risk. In sharing these sample clauses and documents with its members, the Massachusetts Forum of Estate Planning Attorneys, Inc. and their respective directors, officers, and agents will not be liable for any damages, losses, or causes of action of any nature arising from or related to any use of any of the sample clauses or documents.

location

Hilton Garden Inn - Waltham
450 Totten Pond Road
Waltham, Massachusetts, United States 02451

Get directions »

Event hosted by

MA FORUM OF ESTATE PLANNING ATTORNEYS

Medway, MA, 02053
MAForumEPA
board@maforumepa.com

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