BEPC Members Round Table Breakfast
UMass Club of Boston
- 7:30 a.m. to 8:00 a.m. Registration and Networking
- 8:00 a.m. to 8:15 a.m. Opening Remarks
- 8:15 a.m. to 9:30 a.m. Round Table Sessions
*This program is eligible for Continuing Professional Education (CPE) credits for accountants.
Session 1: Mitigating and Remediating Family Law Nightmares at the Intersection of Estate Planning, Financial Planning, and Family Asset Disputes
Moderator: Lisa M. Cukier, Partner, Burns & Levinson LLP
Brief Description: When and why Guardianship/Conservatorship and Trust Litigation occurs despite the best and most proactive estate planning, and tips from a family law and fiduciary litigator to help estate planners and financial advisors undertake the most comprehensive contingency planning possible for their clients to avoid these problems and issues that arise in blended families, diminished capacity, addiction, aging and mental illness. The session will include recent hot trends in trust litigation and divorce law.
Session 2: How to Talk to Your Clients about Charitable Giving
Moderators: Emma Penick, Director of Estate & Gift Planning at The Boston Foundation and Rebecca Miller, Global Philanthropic Advisor at The Philanthropic Initiative
Brief Description: The Philanthropic Initiative (TPI), the consulting arm of the Boston Foundation, partnered with U.S. Trust to release the 2018 study, The Philanthropic Conversation: Understanding Advisor Approaches & Client Expectations. This study explores advisors’ approaches to philanthropic conversations with their high net worth clients, examines high net worth individuals’ perceptions of these discussions, and shows trends since this research was last conducted in 2013. This roundtable discussion will use the U.S. Trust Study as a launching point for discussing how you approach philanthropic conversations with your clients.
Session 3: Three Future Trends in Estate Planning
Moderator: Patricia Annino, Partner, Rimon Law
Brief Description: This discussion will address forecasting future trends: a) you can’t litigate love (so why are you trying?) – there will be increased litigation dealing with succession and control issues; b) evolving succession challenges in a seven- generation world; and c) increasing the visible (formerly invisible) power of women as family members, on boards and as in-laws.
Session 4: Everything you always wanted to know about fiduciary/court accountings but were afraid to ask.
Moderator: Jim Medeiros, Partner at Ernst & Young LLP and Francine R.S. Lee, Senior Manager at Fiduciary/Trust & Estate Accounting Services
Brief Description: Acting as a fiduciary isn’t always easy. A fiduciary owes many duties to the beneficiaries and a breach of a duty can result in liability. One of these duties is the duty to account. In our litigious society, having an accounting is one of the best ways a fiduciary can protect itself from liability. This session will review fiduciary duty to account, top ten reasons for producing a fiduciary accounting, tips to look out for when reviewing an accounting, differences between tax and accounting, and accountings and litigation.
Session 5: Community MassHealth Benefits: What is available to help seniors stay at home or pay for assisted living facilities?
Moderator: Patricia C. D’Agostino, Partner, Margolis & Bloom
Brief Description: This roundtable will provide an overview of the various MassHealth programs available to help seniors and disabled individuals to receive assistance with the cost of care at home or in an assisted living facility.
*This event is for BEPC members only. If you are interested in becoming a member of BEPC, see here. There is no registration fee required for this event*