Keirsa Johnson to Co-Present BBA Webinar: Trusts & Estates End of Year Review 2023
An annual event not to be missed, the Trusts & Estates End of Year Review covers recent federal and state case law, legislation and tax law matters. This year’s program will touch on:
New Developments Committee: The New Developments Committee will review recent cases as follows: whether a trustee removal was allowed by the trust code; a purported will that constituted an unnatural disposition is examined as to whether it was a product of undue influence; a daughter claiming her father fraudulently induced her mother to remarry him which resulted in an interference in her inheritance rights; whether a removed trustee had standing to seek declaration that his removal as trustee violated the no contest clause of a trust; a claim alleging breach of fiduciary duty, breach of contract, and breach of implied covenant of good faith, and an equitable accounting against a fiduciary; the son of the decedent alleged fraud and unjust enrichment based on prior gifts made and tortious interference against his stepmother; and lastly, dispute over funds held in trust for a beneficiary which resulted in the corpus of the trust being spent on attorney’s fees rather than the intended beneficiary.
Public Policy Committee: The presentation will include a review of the various bills filed and actions taken during the current legislative cycle, including proposed changes to the Massachusetts estate tax, legislation pertaining to decanting and digital assets, and other legislation relevant to Trusts & Estates practitioners.
Tax Law Updates Committee: The committee will report on recent developments in federal tax law that are relevant to estate and tax planning. These include cases, revenue rulings and other written determinations in the estate, gift, GST, retirement benefits, and income tax and compliance realms.
Keirsa K. Johnson
Keirsa K. Johnson is an associate practicing in the Private Client and Nonprofit Practice Groups at Hemenway & Barnes. She advises clients on complex estate and tax planning strategies and assists tax-exempt organizations with formation and governance issues