Trust Administration Practice Group meeting

The Probate Law Section invites all MBA members who are interested in joining the newly formed Trust Administration Practice Group. Attorneys at all levels of practice and experience are encouraged to sign up.


The Trust Administration Practice Group is dedicated to identifying and promoting best practices for trust administration including: trust administration under the new Massachusetts UTC and UPC; Court decisions affecting trust administration; preparation/filing of accountings; fiduciary tax returns and trust tax issues; trusts and other protections for clients with diminished capacity who meet standards of (a) G.L. c. 190B §5-401, (b) G.L. c 231 §140C ½ and/or (c) Mass. R. Prof. C. 1.14.

This new group will meet regularly and provide education, publish articles and track/ propose legislation to practitioners in the trust administration field. All MBA members currently practicing in this field or are interested in adding trust administration to their practice are invited to join. If you are interested in joining this new practice group, please contact Jean Stevens at and join us at this introductory meeting.

For more information, go to the Probate Law My Bar Access page on our website (


Jean Stevens


Contact by e-mail

Sponsoring Section:

Probate Law Section

Date:Tuesday, March 04, 2014
Time:12:00 PM - 2:00 PM
Location:Massachusetts Bar Association
20 West St
Boston, MA, 02111
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