Next Event

1. Special Needs Planning and Marketing; Mass UPC effects on drafting, Mass Cap Gains update UTC update

   Date: 02/10/2012

   Time: 8:30 AM - 12:30 PM (8:00 am networking)

   Location: Dedham Holiday Inn, 55 Ariadne Road - Rte 1A & I 95/ 128, Dedham, MA 02026

   Price: $30.00

   Massachusetts Forum of Estate Planning Attorneys 02/10/2012 Meeting and CLE

   Topic: Special Needs Planning and Marketing; Mass UPC effects on drafting, Mass Cap Gains update, UTC update, Round Table; Cont. Breakf. incl.

   Price: $30.00 ($5.00 MFEPA Members in good standing*)

   Agenda: see below

    

   *MFEPA formal membership is $100.00 for the calendar year and open to members of WealthCounsel and related organizations.  Formal members are active participants but often in the minority of attendees. All estate planners from Massachusetts and New England are warmly welcomed.  For a MFEPA membership application, email Treasurer, Dan Suprenant at dms@nbelderlaw.com.

   **Annette Hines, Esq., of Seegel, Lipschutz & Wilchins, LLP in Wellesley, will speak on Special Needs Planning.  Paul Bernstein and Suzanne Sayward will update us on the implications of DOR Directive on step up in basis at death, and on Mass UTC, which went into effect on January 2, 2012.

   Annette M. Hines received her JD from Howard University School of Law, her MBA from Suffolk University and her BA from the University of Vermont.  Her practice includes estate planning, trust administration and elder law with special needs planning and healthcare law being an especially personal focus.  Ms. Hines is the mother of a disabled child and prior to practicing law she founded and directed the nonprofit home care company, Special Families-Special Care, Incorporated which created a new standard for caregiving and a greater pay scale for caregivers.  After leading the company to $1.5 million in revenue and 50 employees, she merged it with Shriver Clinical Services Corporation of Natick, Massachusetts and shifted her focus to her law practice.

   In addition to her membership in the Massachusetts Bar Association, she is a member of the National Academy of Elder Law Attorneys (NAELA), the National Academy of Special Needs Planners (ASNP) and the Massachusetts Association of Women Lawyers (MAWL), serving most recently as President.

   Recognized as a Distinguished Citizen by ARC Massachusetts and cited for public service by both the Massachusetts State Senate and House of Representatives, Ms. Hines works tirelessly on behalf of people with disabilities.  She acts as counsel to SPEDWatch, Inc. and serves on numerous community organizations supporting rights for those who are disabled.

   http://www.slwpc.com/Attorneys/Annette-M-Hines.shtml

   MFEPA. A collegial place for learning.

   Agenda

    

   8:00 to 8:30    – Networking

   8:30 to 8:35    – Short MFEPA business meeting,

    Succession Planning Study Group update

   8:35 to 9:30    – Open discussion with Document committee re MUPC (effective 3/31/12)  – drafting implications, and  Paul Bernstein and Suzanne Sayward will update us on the implications of DOR Directive on step-up in basis at death, and on Mass UTC.

   9:30 to 9:45    – Break

   9:45 to 11:15  - Special Needs Planning, including marketing this practice area, with Attorney Annette Hines**, a recognized expert in Special Needs planning

   11:15 to 11:30- Break

   11:30 to 12:30- Practice Management interactive roundtable on personnel, hiring, and outsourcing.

    

Register to Attend Next Event

• Event: Special Needs Planning and Marketing; Mass UPC effects on drafting, Mass Cap Gains update UTC update
• Date: 02/10/2012
• Time: 8:30 AM - 12:30 PM (8:00 am networking)
• Location: Dedham Holiday Inn, 55 Ariadne Road - Rte 1A & I 95/ 128, Dedham, MA 02026
• Price: $30.00

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