New Trust Administration Practice Group to hold first meeting March 4

Thursday, Feb. 20, 2014
Article Picture
Trust Administration Practice Group Chair Chris Milne

The Probate Law Section seeks all Massachusetts Bar Association members interested in joining the newly formed Trust Administration Practice Group to attend the introductory meeting on Tuesday, March 4, from noon to 2 p.m., at the MBA, 20 West St., Boston. 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.