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BEPC Webinar: New Section 67(g) – Form 1041 Trust Deduction Rules Post TCJA of 2017
Event Details

Registration List: BEPC Webinar: New Section 67(g) – Form 1041 Trust Deduction Rules Post TCJA of 2017

Sarah M. Allen
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Laurie Austin
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Meredeth Beers
Holland & Knight
RSVP Comments: N/A
Attending: Yes
Jared Bishop
Bowditch & Dewey, LLP
RSVP Comments: N/A
Attending: Yes
Zachary Bourque
Rice, Heard & Bigelow, Inc.
RSVP Comments: N/A
Attending: Yes
Katie Bullen
Perspecta Trust
RSVP Comments: N/A
Attending: Yes
John Collins
Aspiriant
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Liza Connelly
CIBC Private Wealth Management
RSVP Comments: N/A
Attending: Yes
George Cushing
McLane Middleton, Professional Association
RSVP Comments: Great topic; I am looking forward to hearing Jere's comments on the IRS's proposed regulations on the potential impact of IRC Section 67(g) of trust and estate administration expense deductions, particularly excess deductions on termination under Section 642(h).
Attending: Yes
DARCY DAMON
BNY MELLON
RSVP Comments: N/A
Attending: Yes
John Donahue
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Susan Dupuis
Marcum LLP
RSVP Comments: N/A
Attending: Yes
Brian Eddy
Eddy Company
RSVP Comments: N/A
Attending: Yes
Taylor Feery
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Brian Ferraro
Rockefeller Capital Management
RSVP Comments: N/A
Attending: Yes
Jennifer Flanagan
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Christopher Fox
Law Office of Christopher S. Fox
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Lynda Furash
Furash Law LLC
RSVP Comments: N/A
Attending: Yes
Lynda Furash
Furash Law, LLC
RSVP Comments: N/A
Attending: Yes
Lauren Gates
Welch & Forbes, LLC
RSVP Comments: N/A
Attending: Yes
Sarah Grandfield
Verrill Dana, LLP
RSVP Comments: N/A
Attending: Yes
Richard Gulman
DiCicco, Gulman & Company, LLP
RSVP Comments: N/A
Attending: Yes
Jason Heman
JDJ Family Office Services
RSVP Comments: N/A
Attending: Yes
Andrew Hochberg
Tamkin & Hochberg, LLP
RSVP Comments: N/A
Attending: Yes
Dale Kaiser
Kaiser Law Group
RSVP Comments: N/A
Attending: Yes
Kathleen Kazmarek
FTS-US
RSVP Comments: N/A
Attending: Yes
David Kennedy
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Jody King
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Matthew Leonard
Rackemann, Sawyer, & Brewster
RSVP Comments: N/A
Attending: Yes
Shari Levitan
Holland & Knight, LLP
RSVP Comments: N/A
Attending: Yes
Amy Lonergan
Day Pitney, LLP
RSVP Comments: N/A
Attending: Yes
Ryan Luks
BNY Mellon Wealth Management
RSVP Comments: N/A
Attending: Yes
Rebecca MacGregor
Bowditch & Dewey, LLP
RSVP Comments: N/A
Attending: Yes
Richelle Maguire
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Kenneth Masters
Winged Keel Group
RSVP Comments: N/A
Attending: Yes
Ruth Mattson
Vacovec, Mayotte & Singer, LLP
RSVP Comments: N/A
Attending: Yes
Maureen Mayotte
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Andy McGlynn
Goldman Sachs
RSVP Comments: N/A
Attending: Yes
Bianca McLaughlin
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Lisa Melpignano
RSVP Comments: N/A
Attending: Yes
Susan Murphy
WithumSmith+Brown, PC
RSVP Comments: N/A
Attending: Yes
Sarah J. O'Leary
Clarkin & Phillips, PC
RSVP Comments: N/A
Attending: Yes
Alisa Kim O'Neil
Boston Financial Management Inc.
RSVP Comments: N/A
Attending: Yes
James O'Neil
Appleton Partners, Inc.
RSVP Comments: N/A
Attending: Yes
Charles Pentis
Holland & Knight
RSVP Comments: N/A
Attending: Yes
Asa Phillips
Clarkin & Phillips, P.C.
RSVP Comments: N/A
Attending: Yes
Chris Phillips
BNY Mellon Wealth Management111
RSVP Comments: N/A
Attending: Yes
Elizabeth Raymond
RINET Company, LLC
RSVP Comments: N/A
Attending: Yes
Jennifer Reardon
RBC Wealth Management
RSVP Comments: N/A
Attending: Yes
Susan Robb
N/A
RSVP Comments: N/A
Attending: Yes
Rita Ryan
Vacovec, Mayotte & Singer LLP
RSVP Comments: N/A
Attending: Yes
Kathleen Sablone
Boston Financial Management
RSVP Comments: N/A
Attending: Yes
Katherine Sheehan
Boston Private
RSVP Comments: N/A
Attending: Yes
Aaron Shields
RSVP Comments: N/A
Attending: Yes
Scott Squillace
Squillace & Associates, P.C.
RSVP Comments: N/A
Attending: Yes
Leanne Stafford
DGC (DiCicco, Gulman & Company LLP)
RSVP Comments: N/A
Attending: Yes
Melissa Sydney
Tarlow, Breed, Hart & Rodgers, P.C.
RSVP Comments: N/A
Attending: Yes
Lauren White
Fiduciary Trust Company
RSVP Comments: N/A
Attending: Yes
Christine Whitman
LYNCH FINK & LABELLE LLP
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Theodore Yoos
Cornerstone Financial Management LLC
RSVP Comments: N/A
Attending: Yes
Rachel Ziegler
Ziegler Legal Services
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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