Heading: Mass Forum 2023 Spring VIRTUAL Quarterly Meeting

Program Description:

Ethics of Client Incapacity
Pamela A. Harbeson, Esq., with the Massachusetts Office of the Bar Counsel will address ethics related to client incapacity in estate planning. Can the client grant permission to the attorney in advance to speak to a named individual, whether the person is named in a durable power of attorney or another person, if the attorney suspects the client may be losing capacity?  Can or should you speak to family members and when - Spouse versus children?
 
Remote Notarization
Tucker Dulong, Esq., Massachusetts Title Counsel to CATIC (Connecticut Attorneys Title Insurance Company) Title Insurance will give a presentation on the newly passed Massachusetts remote notarization law, including how to comply with the issues related to the act.
 
Unexpected Estate Inclusion by the Massachusetts Department of Revenue (DOR)
Chris Anasoulis, Esq., of Lisa, Poloski & Anasoulis LLP, will speak on how the Massachusetts DOR has been attacking a common estate planning technique used by many married clients, resulting in a surprise estate tax when the surviving spouse dies.  Under the attack, the DOR is including 50% of the value of the primary residence into the surviving spouse's estate even though the entire property was owned by the deceased spouse's credit shelter trust.  Come and learn about the details of the DOR’s position and how to minimize the risk to your clients. 

Roundtable Discussion
Immediately following our speakers, we will have a group discussion on these and other topics of interest to attendees.  

Date:  Friday, May 19, 2023
Time:  9:00am to 12:00pm
Venue: Zoom – link to follow
Tuition: FREE for Members
              $50 for Non-members

Registration is on a per attorney basis (not per firm).  Note that you must first log in to your MemberPlanet account at the top-right corner of the screen before you attempt to register to see your membership status which, if paid in full for this year, will reflect your free tuition for this program.

Recalling that we are a volunteer Board of actively-practicing attorneys, you may send a message to: board@maforumepa.com with any questions or concerns. We thank you in advance for your (and your team/staff members’) courteous patience while you wait for our reply.