Naming Trusts as Beneficiaries of Qualified Assets

As always, this quarterly meeting will also feature an extended roundtable discussion.  Learn from your peers of various experiences in an open format to discuss a range of relevant topics, identify solutions to challenges and roadblocks as a practitioner, and benefit from the collaboration of your fellow MassForum community.  You can submit questions at registration, participate in (or just listen to) engaging conversations, offer feedback and suggestions of your own, and find ways to improve your practice. This is your opportunity to open up, learn from, and talk with other MassForum members and gain the insight you need for practice success.

If you have any questions to submit, please send an email to: board@maforumepa.com.  We look forward to seeing you there!

-Board of Directors

Venue :Sheraton Boston Needham
Starts Thu Oct 24 2024, 09:00am EDT
Ends Fri Oct 25 2024, 03:00pm EDT

Testimonial

"For me, the education and collegiality at the quarterly meetings are the best part of the Mass Forum. The topics are relevant and I learn so much from the presenters and fellow attendees. If you are a current member, I recommend you block out the quarterly meetings on your calendar to attend. If you are not yet a member, this is the best investment of time you can make for your practice."

-Tom A.

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