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Recent updates:

• Update: October 2020

  Dear Subscriber:

  Thank you for choosing to keep your copy of Drafting Wills and Trusts in Massachusetts current with this fifth edition. Inside, you will find coverage of such topics pertinent to estate planning as the following—and more:

  • Retention and purchase of investments. Chapter 17 contains some practical advice for a personal representative when an estate contains a concentrated position in a publicly traded security.

  • Intellectual property. See chapter 20 for a list of elements to consider and language to use in the course of a copyright assignment and bill of sale.

  • Generation-skipping tax. In chapter 27, find a new explanation of the purpose of the GST tax and the use of dynasty trusts to avoid taxation at each generation. This explanation takes into consideration the impact of Massachusetts rule against perpetuities and the inclusion rate of zero.

  • Removal of trustee. Chapter 48 defines a "legal representative" with respect to both a minor and an adult.

  • Medical orders for life-sustaining treatment. Chapter 50 adds a new discussion regarding MOLST documents, including practical recommendations on their use.

  We at MCLE trust that you will find this new material useful in your drafting and law practice, and valuable in keeping your law library current.

  Cordially,

  Maryanne G. Jensen, Esq., Director of Publications

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