2019 Teleconference: Estate Planning for Professionals
Nov
5
12:30 PM12:30

2019 Teleconference: Estate Planning for Professionals

Location changed to event sponsor location: RBC Wealth Management, 50 Castle Street, 1st Floor, Great Barrington.

When we are engaged by clients who are professionals, such as doctors, lawyers, teachers, architects, etc., there are often special estate planning issues that must be addressed. Given their busy lifestyles, and often lack of interest in and attention to financial and legal matters, clients who are professionals sometimes leave a mess following incapacity and/or death. Among the issues we often encounter with this type of client are: 

  • Proper disposition of professional practices

  • Idiosyncrasies of Section 403(b) plans

  • Asset protection trusts and techniques

  • Estate planning for intellectual property


Location: RBC Wealth Management, 50 Castle Street, 1st Floor, Great Barrington. Snacks sponsored by RBC. 12:30 - brown-bag lunch; 1:00 - 2:30 pm - program.

RSVP to Marianne Fresia below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

Thank you to event sponsor RBC Wealth Management.

Thank you to event sponsor RBC Wealth Management.

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BCEPC Annual Holiday Party!
Dec
11
4:30 PM16:30

BCEPC Annual Holiday Party!

Join us for our fourth Berkshire County Estate Planning Council Holiday Party. This is an opportunity to network with estate planning colleagues and enjoy the festivity of the season. Drop in anytime between 4:30 pm and 7:30 pm - whatever works for your schedule. We’re at Mazzeo’s Ristorante once again, 1015 South Street, Pittsfield. RSVP to Dan Stanyon. Non-members: please pay $40.00 in advance via Paypal HERE. Or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201. Thank you.

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Seminar: Insurance Tips to Meet Your Estate Planning Goals
Oct
16
8:00 AM08:00

Seminar: Insurance Tips to Meet Your Estate Planning Goals

Speaker: Sharon Coe, Mountain One and Simon Muil, Berkshire Bank Insurance.

Location: Holiday Inn, One West St., Pittsfield, MA (the former Crowne Plaza).

Please RSVP by October 4, 2019

Sharon & Simon will help unlock the mystery of various long term care insurance options and how they may help with long term care needs. They will address the emotional, physical and financial challenges encountered by families when a long term care need arises, and outline benefits of LTC insurance programs, and the interaction with traditional health insurance, Medicare and Medicaid benefits. You will learn basic eligibility guidelines for public benefits and claim criteria for private LTC insurance policies. Ultimately, the program is designed to help estate planning professionals identify various Long Term Care Insurance, Life Insurance, and Annuity programs that will benefit your client’s long term financial and estate plans.

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Presenter BIos:

Sharon Coe, a Licensed Insurance Broker, joined MountainOne Insurance in 2013, is certified in Long-Term Care, and has over 23 years of experience in the insurance industry. As Account Executive, she provides personal service to clients in order to match them with the best insurance solutions to meet their individual needs, as well as providing ongoing annual reviews. She earned a Bachelor of Business Administration degree in Marketing from the Massachusetts College of Liberal Arts. In the community, she is a member of Berkshire Business and Professional Women, and has been a member of the Berkshire County Estate Planning Council since August 2017.    Sharon is a native of Pittsfield, Ma where she resides with her husband Tim, and their two children.

Simon Muil has worked with Berkshire Insurance Group for nearly 10 years providing long term care, disability and life insurance solutions across New England and New York. He also works with local businesses on their employee benefits programs. Prior to Berkshire Insurance Group, Simon worked as regional manager for a progressive Medicaid small employer health insurance premium assistance program. 

Originally from England, he has lived in Berkshire County for 20 years. He currently resides in Pittsfield with his family, and is involved in a number of local boards and commissions.

Presenter Simon Muil is from Berkshire Bank

Presenter Simon Muil is from Berkshire Bank

Presenter Sharon Coe is from Mountain One

Presenter Sharon Coe is from Mountain One

Event sponsored by BCEPC

Event sponsored by BCEPC

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NAEPC Webinar Replay: Technology in Your Estate Planning Practice
Sep
24
12:00 PM12:00

NAEPC Webinar Replay: Technology in Your Estate Planning Practice

  • Berkshire Bank - England Brothers Room (map)
  • Google Calendar ICS


This program will explore a wide range of practical considerations of how practitioners can use technology to better serve clients, protect themselves from malpractice claims, market, be more cost efficient, and much more. Specific practical practice examples will be given, not merely theoretical discussions.

Martin M. Shenkman, CPA, MBA, JD, PFS, AEP® (Distinguished) is an attorney and estate planner in Fort Lee, NJ and New York City. His practice concentrates on planning for high net worth individuals. He is the author of 43 books and more than 1,200 articles. He is a member of the NAEPC Board of Directors (Emeritus).

Location Berkshire Bank - England Brothers Room, 99 North Street, Pittsfield, MA with snacks provided by Berkshire Bank. Brown bag lunch at noon; program follows 12:30 - 1:30 pm

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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2019 Teleconference: Practical Solutions for Vexing Trust Administration Dilemmas
Aug
27
1:00 PM13:00

2019 Teleconference: Practical Solutions for Vexing Trust Administration Dilemmas

The lawyer preparing a trust instrument, and the Trustee interpreting and implementing what the lawyer has written, must engage in a delicate balancing of the intentions of the testator/settlor and the current and anticipated future needs, desires and circumstances of the beneficiaries. Even superb estate planning instruments may founder due to ineffective or defective trust administration. How challenges such as the following are addressed may determine whether a trust administration calamity ensues:

  • Conscientiously adhering to governing instrument directives

  • Avoiding adverse tax consequences that may result from trust and estate settlements

  • Trustee selection

  • Trustee compensation

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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ABA Webinar Replay: Issues that Arise with Grantor Trusts
Jul
18
12:00 PM12:00

ABA Webinar Replay: Issues that Arise with Grantor Trusts

Discussion Highlights:

  • Grantor trust provisions and how to create a grantor trust

  • The use of grantor trusts in GRATs and sale to a trust transaction

  • Examples of additional tax benefits achieved with a grantor trust

  • Turning off or on grantor trust status and the possible tax consequences

  • Tax treatment of a grantor trust at death of the grantor

Speakers:

  • Thomas W. Abendroth, Partner, Schiff Hardin LLP

  • Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP

CE offered for the CTFA for 2.5 credits.

Location: Lee Bank, 75 Park Street, Lee, MA

Lunch: 12:00; Program: 12:30pm - 2:30pm

Event sponsored by Lee Bank; and lunch sponsored by October Mountain Advisors.

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Seminar: Estate Planning Developments and Techniques
Jun
5
8:00 AM08:00

Seminar: Estate Planning Developments and Techniques

Speaker: John Discenza, Esq. Location: Country Club of Pittsfield.

Location: Country Club of Pittsfield, 639 South Street, Pittsfield, MA

Time: Registration: 8:00 am; Program: 8:30 am - 10:30 am

Topic:  Current Estate Planning Developments and Techniques.  John Discenza will address:

  • New exemption levels

  • Planning for the Massachusetts estate considering the high federal exemption

  • Planning for persons who leave Massachusetts for non-estate tax states and how to avoid MA clawing back

  • Some state law developments, like Pfannenstiehl, UTC provisions, in terrorem clauses, decanting, and MA estate taxation of non-ma real estate

Hit the RSVP button below to sign up. Non members, please pay $35.00 via PAYPAL or mail a check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201. Thank you.

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Presenter Biography:

Attorney John Michael Discenza is principal and the sole member of the Holyoke firm of J. M. Discenza Law, LLC, where he focuses his practice in the gift and estate tax planning and estate administration areas, as he has for his nearly 37 years of practice.


Attorney Discenza holds his undergraduate degree from Boston College, his J.D. from Suffolk University Law School, and his Master of Laws in Estate Planning from the University of Miami School of Law.

Attorney Discenza has been a Fellow of the American College of Trust and Estate Counsel since 1992 and has been named a Massachusetts and New England “Super Lawyer” in the trusts and estates practice for more than 10 years running.

Attorney Discenza served as an adjunct faculty member at Western New England College School of Law for 10 years, teaching in both the Juris Doctor and Master of Laws programs. He is a frequent lecturer with various professional education and civic groups and has co-authored numerous estate planning and estate administration texts for practicing attorneys.

Attorney Discenza is a Past President of both the Estate Planning Council of Hampden County, Inc. and the Tax Club of Greater Springfield, Inc. and is a member of the Massachusetts Bar.

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Teleconference: New and Enduring Problems in Business Succession Planning
May
28
1:00 PM13:00

Teleconference: New and Enduring Problems in Business Succession Planning

Business succession planning is vitally important to the long-term survival of a closely-held business. It requires focused consultation with the client (and often the other stakeholders in the business) and close attention to applicable state and federal laws. On top of all of this, every situation has unique aspects. Many closely-held business owners today have questions or concerns about the following:

  • The income tax deduction for qualified business income

  • Securing retirement income for the business owner

  • Use of trusts in the disposition of closely-held business interests

  • Transferring closely-held business equity among family members with divergent or conflicting interests

Location Adams Community Bank, 2 Center Street, Adams, MA. Presentation and snacks sponsored by Adams Community Bank.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Webinar: What Should a Married Couple's Estate Plan Be Post 2017?
Apr
18
12:00 PM12:00

Webinar: What Should a Married Couple's Estate Plan Be Post 2017?

2.5 CTFA

This webinar will review the increased application exclusion and enactment of portability; changes in marital planning for married couples; factors to considering using portability versus traditional A/B planning; impact of state death taxes; disruption caused by maximum exclusion type formulas; and ways to preserve the option of obtaining a step up in income tax basis. (Replay)

Bring your lunch for noon. Webinar starts at 12:30 pm.

Location: Lee Bank, 75 Park St., Lee, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Webinars are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

Thank you to event sponsor Lee Bank.

Thank you to event sponsor Lee Bank.

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2019 Teleconference: Identifying Landmines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries
Mar
26
1:00 PM13:00

2019 Teleconference: Identifying Landmines and Minimizing Battle Scars in Conflicts Between Trustees and Beneficiaries

The roles of beneficiary and Trustee by their nature engender tension. The Trustee has the beneficiary’s money (at least that’s how the beneficiary views it), and the beneficiary wants it now! This inherent conflict has been accentuated by seemingly ever-increasing expectations and demands of beneficiaries and expanding theories of fiduciary liability. Some of the most critical issues we face in this ubiquitous area of fiduciary practice include the following:

  • Preserving the attorney-client privilege between the Trustee and the Trustee’s lawyer

  • Trends in fiduciary liability case law

  • Removal or resignation of a Trustee

  • Heightened standards of performance for professional fiduciaries

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Seminar: Clearing Title Out of Probate
Feb
13
8:00 AM08:00

Seminar: Clearing Title Out of Probate

Our first seminar of 2019!

Speakers: Christine Provost and Tracie Kester of First American Title Insurance Company

Christine and Tracie will lead us through the following discussions:

  • Continuation of title policy coverage and estate planning transfers

  • Avoiding bad joint tenancies 

  • Avoiding problems with trusts

  • Deeds under powers of attorney

  • Gifting and self dealing issues with POAs and trusts

  • Formal vs. informal probates and real estate

  • When we can accept a deed from the heirs

  • Deeds of distribution

Sign up today!

RSVP re: seminar to Dan Stanyon (button below) - Non members, please pay $35.00 via PAYPAL or mail check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million
Jan
29
12:00 PM12:00

Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million

The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:

  • Whether trusts are a necessary part of an estate plan

  • Utilizing powers of appointment for income tax and non-tax purposes

  • Minimizing trust level income taxes

  • Ensuring the availability of basis step-up

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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BCEPC Holiday Party!
Dec
11
4:30 PM16:30

BCEPC Holiday Party!

Join us for our third Berkshire County Estate Planning Council Holiday Party. This is an opportunity to network with estate planning colleagues and enjoy the festivity of the season. Drop in anytime between 4:30 pm and 7:30 pm - whatever works for your schedule. RSVP to Dan Stanyon. Non-members: please pay $40.00 in advance via Paypal HERE. Or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201. Thank you.

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What the Estate Planner Needs to Know about Roth Retirement Plans
Nov
6
1:00 PM13:00

What the Estate Planner Needs to Know about Roth Retirement Plans

Please join us at 12:00 for lunch - bring your own brown bag and we'll provide beverages and cookies. This replay from the National Association of Estate Planners & Councils will run from 12:30 - 1:30.

Speaker: Natalie B. Choate, Esq., AEP® (Distinguished)

The following will be covered:

  • Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one

  • Why Roths are a great deal for wealthy clients and some others

  • Who should get a Roth plan and who should NOT

  • Who to name as beneficiary of the Roth plan (and who NOT to name)

  • What your wills and trusts need to say about Roth plans

  • Tax free Roth conversions and other tax saving Roth tips

Natalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & EstatesACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes. 

CHANGE in Location: England Brothers' Room at Berkshire Bank, 99 North Street, Pittsfield, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration
Oct
23
12:00 PM12:00

Cannon Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm.  The topic is Income Tax Considerations in Estate Planning. 

The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well as in trust and estate administration. Specifically, avoiding compressed tax brackets and facilitating basis step-up is often critically important. We should regularly consider the following in our practices:

  • Benefits and detriments of grantor versus nongrantor trusts

  • Options to achieve basis step-up

  • Minimizing trust-level income taxes

  • Costs subject to the two-percent floor under IRC § 67(e)

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Please pay $15 in advance via PayPal (click here)

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Seminar: Tax Topic Trifecta!
Sep
12
8:00 AM08:00

Seminar: Tax Topic Trifecta!

  • Cranwell Spa & Golf Resort, Harvest Barn (map)
  • Google Calendar ICS

The Impact of New Tax Law Changes on Charitable Giving, Estate & Income Taxation

Event Topics & Speakers:

Charitable Giving: Peter Taylor, President, Berkshire Taconic Community Foundation

Estate Taxation: Trevor Forbes, President & Chief Investment Officer, Renaissance Investment Group

Income Taxation: Martin Huban, III, CPA, Partner, and Laurie Swint, CPA, Partner. Brazee & Huban

Wednesday, September 12, 2018;
Registration & Breakfast: 8:00
William Kirchick, NAEPC Member Benefits: 8:15
Presentations and Q&A: 8:30 – 10:30

Location: Cranwell Spa & Golf Resort, 55 Lee Rd, Lenox - Harvest Barn (Across the street from main facilities, look for “Meadow View” sign).

RSVP re: seminar to Dan Stanyon (button below) - Non members can pay $35 in advance via Paypal OR mail check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Cannon Teleconference: Retirement Asset Planning for Estate Planners: Compelling Practical Advice
Aug
28
1:00 PM13:00

Cannon Teleconference: Retirement Asset Planning for Estate Planners: Compelling Practical Advice

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Retirement Asset Planning for Estate Planners. 

Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We owe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition of retirement funds. Among the topics of which we should have a working knowledge are the following:

  • Analyzing Roth conversions 
  • Modification of trusts to alter provisions affecting retirement assets 
  • Proper handling of IRC § 403(b) plans
  • ERISA issues for estate planners

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Management (and Mismanagement) of Trust Assets
Jul
24
1:00 PM13:00

Cannon Teleconference: Management (and Mismanagement) of Trust Assets

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Management (and Mismanagement) of Trust Assets.

The most sophisticated trust instrument imaginable cannot salvage or disguise poor management of trust assets. A Trustee must possess, or engage agents who possess, expertise in trust law as well as expertise concerning the assets composing the trust to ensure that the trust is productive and effectively fulfills its purposes. The following issues will be analyzed:

  • Duty of diversification 
  • Risks associated with asset retention 
  • Challenges arising from holding closely-held businesses interests 
  • Handling other non-traditional assets

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners
Jun
26
1:00 PM13:00

Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Ethics Issues Facing Trusts and Estates Practitioners. 

Representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration. We will discuss the following:

  • Screening clients to avoid problems before they develop
  • Ethics dilemmas in asset protection planning
  • Representing clients with diminished capacity
  • Obligations of lawyer after representation has become dormant

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Seminar: Probate Administration: What Not To Do
May
16
8:00 AM08:00

Seminar: Probate Administration: What Not To Do

A presentation by Berkshire County’s own Assistant Register of Probate, Clement Ferris, Jr., outlining common mistakes made throughout the probate administration process and how to avoid them. Followed by an open question and answer period during which probate administration questions may be raised for discussion.

This will be a breakfast with registration starting at 8:00am; the speaker will begin at 8:30am. The program will end by 10:00am.

Location: Country Club of Pittsfield. RSVP re: seminar to Dan Stanyon - Non members can pay $35 in advance via Paypal HERE.

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Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability
Apr
24
1:00 PM13:00

Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability. 

To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and challenges from three, often conflicting, sources: the governing instrument; applicable state and federal law; and the beneficiaries. We will tackle issues emanating from all three of these sources.

  • Areas of greatest hazard for fiduciaries
  • Beneficiaries’ consents, waivers and releases
  • Statutes of limitations for bringing claims against fiduciaries
  • Lawyer liability that may arise from advising beneficiaries or fiduciaries

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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NAEPC Webinar: Business Succession Planning
Mar
29
12:00 PM12:00

NAEPC Webinar: Business Succession Planning

Speaker: Louis A. Mezzullo, JD, AEP® (Distinguished)

This intermediate program will describe the characteristics of a family business, the goals of the founding family member, and the various strategies for passing the business down to the next generation or disposing of it outside the family, in some cases with examples.  It will also discuss the business succession planning process and highlight difficult issues that can arise and ways to avoid or minimize problems.  This webinar is a replay not live.

Lou Mezzullo is a consulting partner with Withers Bergman LLP, practicing principally out of its Rancho Santa Fe, CA office.  He is a former President of the American College of Trust and Estate Counsel, former chair of the American Bar Association Section of Real Property, Trust and Estate Law, and former chair of the American College of Tax Counsel.  He has been listed in Best Lawyers for Trusts and Estates, Tax, and Employer Benefits for over 25 years, and is listed in Band One in wealth management for the Western Region by Chambers, USA.  He has authored or co-authored 14 books on Estate Planning related topics.

Free for Members; Non-members: Please pay $15 in advance via PayPal (click here)

 

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Seminar: A Guide to Trustee Discretion: A Blessing and A Curse
Feb
7
8:00 AM08:00

Seminar: A Guide to Trustee Discretion: A Blessing and A Curse

This BCEPC Seminar offers a comprehensive look at Trust administration, with a comprehensive analysis of beneficiary’s requests for discretionary distributions under the terms of traditional trust compared to Special Needs Trusts.  Presenters:  Elizabeth Sillin, Esq. and Seunghee Cha, Esq. of Bulkey Richardson

Location Pittsfield Country Club. RSVP to Dan Stanyon - Non members please pay $35 in advance via Paypal HERE or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201.

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BCEPC Holiday Party
Dec
11
4:30 PM16:30

BCEPC Holiday Party

Join us for our second Berkshire County Estate Planning Council Holiday Party. This is an opportunity to network with estate planning colleagues while enjoying the festivity of the season. Drop in anytime between 4:30 pm and 7:30 pm - whatever works for your schedule. RSVP to Dan Stanyon. Non-members: please pay $40.00 in advance via Paypal HERE. Or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201. Thank you.

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PG Calc Webinar: Intermediate Taxation for Gift Planners
Nov
16
1:00 PM13:00

PG Calc Webinar: Intermediate Taxation for Gift Planners

This PG Calc Webinar in sponsored by Berkshire Taconic Community Foundation and hosted by BCEPC and runs from 1:00 pm - 2:30 pm. The topic is Intermediate Taxation for Gift Planners.

Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar will assume basic understanding of the income tax and transfer tax system so that it can focus on some of the finer points of the interplay between taxes and charitable giving.

Location 1Berkshire. RSVP to Dan Stanyon - Non members can pay $30 at the door or via Paypal HERE.

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Estate Planning for Medicaid/ MassHealth
Sep
13
8:00 AM08:00

Estate Planning for Medicaid/ MassHealth

Hyman Darling, Esq., Shareholder, Bacon Wilson, PC, and President of the National Academy of Elder Law Attorneys, will talk to us about Estate Planning for Medicaid/ MassHealth and share legislative and tax updates.

Join us at the Country Club of Pittsfield for breakfast between 8:00 am - 8:30 am. The presentation and Q & A will run from 8:30 am - 10:00 am.

This event is free to members and $20 for non-members. Fee can be paid at the door, mailed in advance to Laurie Swint, BCEPC Treasurer, c/o Brazee and Huban, CPAs, 55 Wendell Ave., Pittsfield, MA 01201. Or you can pay via paypal by clicking on the PayPal button on this page.

RSVP to Dan Stanyon

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