Paul Cathcart to Co-Present BBA Webinar: Trusts & Estates Mid-Year Review

Hemenway & Barnes counsel Paul Cathcart will be a panelist on the BBA webinar “Trusts & Estates Mid-Year Review” on Thursday, January 30, 2025 from 2:00pm - 4:00 pm.

An annual event not to be missed, the Trusts & Estates Mid-Year Review covers recent federal and state case law, legislation and tax law matters. This year’s program will include updates from:

New Developments Committee: The committee will report on developments in the Corporate Transparency Act, the Massachusetts estate tax, and recent cases regarding the Massachusetts Principal and Income Act, a no contest clause, ownership of rings after a broken engagement, and revocation of a will.

Public Policy Committee: The committee will report on various bills filed and passed during the prior two-year legislative cycle, as well as those expected to be filed in 2025. Updates will include legislation pertaining to decanting, digital assets, unitrusts, and special needs trusts for seniors. The committee will also discuss other topics of interest to Trusts & Estates practitioners.

Tax Law Updates Committee: The committee will report on recent developments in federal and Massachusetts tax law including recent challenges and guidance related to the Corporate Transparency Act and cases, private letter rulings and other written determinations in the estate, gift, GST, retirement benefits, and income taxes and tax compliance realms.