Life After Death (Maybe) – Dealing With IRAs After The Participant’s Death When Things Are Not As They Seemed
Tuesday, December 5, 2017
8:00 AM - 10:30 AM - Lantana, 43 Scanlon Drive, Randolph, MA 02368
About this presentation...
This presentation will focus on administering IRAs after the participant’s death, including:
Meet Our Speakers...
Sara Goldman Curley - Partner, Nutter, McClennen & Fish LLC
John A. McBrine - Partner, Nutter, McClennen & Fish LLC
Sara Goldman Curley is a partner of the firm of Nutter McClennen & Fish LLP. She concentrates on estate planning, estate and gift taxation, probate and trust administration, and guardianship. She is a member of the Massachusetts and Florida bars. Ms. Curley is involved in a number of organizations, including New England Law Boston, of which she is a member of the Board of Trustees, the Boston Bar Association, and the Boston Estate Planning Council.
Ms. Curley is a graduate of New England Law Boston and Oberlin College, and received an LL.M. in taxation from Boston University School of Law. Prior to joining Nutter, Ms. Curley served as a law clerk for the Honorable Roderick L. Ireland of the Massachusetts Supreme Judicial Court.
Honors & Awards
Massachusetts Super Lawyers Rising Stars, 2008-2009 & 2011-2012
Jeff Roberts and Sara Goldman Curley Present at ALI CLE’s ‘Representing Estate and Trust Beneficiaries and Fiduciaries 2017’
Sara Goldman Curley Presents on Estate Planning Documents at the BBA
Obama Signs PATH, Making IRA Charitable Rollovers Permanent
12.18.2015 | Advisory
Three Actions to Take If You Are a Victim Of Identity Theft
Generation to Generation, 09.14.2016
John A. McBrine is a partner at Nutter McClennen & Fish LLP and a member of the firm’s Nonprofit and Social Impact practice group. His practice includes estate planning and estate and gift taxation. He serves as a trustee and counsels fiduciaries concerning all aspects of estate and trust administration. He also advises privatefoundations and public charities with respect to formation, operation, grantmaking and tax compliance matters.
Mr. McBrine is a member of the Massachusetts and Rhode Island bars. He is a Director of the Community Legal Services and Counseling Center in Cambridge and the Community Day Center in Waltham. He also is active in the Boston Bar Association, the Boston Estate Planning Council, and the Planned Giving Network of New England. Prior to joining Nutter, he served as a law clerk for the Honorable Ronald R. Lagueux of the U.S. District Court for the District of Rhode Island.