Seminars

McDonald & Kanyuk attorneys regularly speak to professional and civic groups regarding estate planning and taxes.

Upcoming Seminars

Check back soon for upcoming seminars.

 

Recent Seminars

Roots & Wings: Structuring Trusts to Give Beneficiaries a Chance at Success Despite Inheriting Money

Amy Kanyuk
May 11, 2021
Dallas, Texas

sponsored by the Communities Foundation of Texas and Southern Methodist University 2021 Professional Seminar

Successor Trustees and 672(c): A Prison of Our Own Making?

Amy Kanyuk
April 22, 2021
(Virtual)

sponsored by the American Bar Association (Real Property, Trust & Estate Law Section)

Practical Uses of Domestic Asset Protection Trusts in Estate Planning

Amy Kanyuk
March 25, 2021
Webinar

sponsored by the American Law Institute and the American College of Trust and Estate Counsel

Avoid a Pyrrhic Victory: Trust Resolutions in Divorce

Megan Knox
March 12, 2021
(Virtual)

sponsored by the American Academy of Matrimonial Lawyers (Mid-Year Meeting)

Trust Modification and Decanting

Amy Kanyuk
October 29, 2020
Atlanta, Georgia

sponsored by the Southern Federal Tax Institute (CANCELLED due to coronavirus)

Heartbroken, or Just Broken? How Trusts Fare in a Divorce

Amy Kanyuk
October 26, 2020
(Virtual)

sponsored by the American College of Trust and Estate Counsel

Trustee Discretion

Amy Kanyuk
April 21, 2020
Boca Raton, Florida

sponsored by the Greater Boca Raton Estate Planning Council (NOTE: Postponed due to Corona virus pandemic)

Trust Assets and Divorce

Megan Knox
February 13, 2020
Boston, MA

sponsored by the Greater Boston Fiduciary Law American Inn of Court

54th Annual Heckerling Institute on Estate Planning - Asset Protection Planning

Amy Kanyuk
January 16, 2020
Orlando, Florida

sponsored by the University of Miami School of Law and the Heckerling Institute on Estate Planning

Gifts and Sales to Intentionally Defective Grantor Trusts

Joe McDonald and Megan Knox
November 20, 2019
Concord, NH

sponsored by the NH Society of CPAs and the NH Bar Association

Estate, Gift, GST and Fiduciary Income Tax Basics for the New Estate Planner

Megan Knox
October 2, 2019
Boston, MA

sponsored by the Boston Bar Association

Recent Developments in Estate and Gift Taxes

Amy Kanyuk
September 23, 2019
Boston, MA

sponsored by the Boston Estate Planning Council

Recent Developments in Trust and Estate Laws

Amy Kanyuk
September 16, 2019
Portsmouth, NH

sponsored by the Tri-State Bankers' Association

Recent Developments in Estate and Gift Taxes

Amy Kanyuk
August 20, 2019
Lanham, Maryland

sponsored by the Internal Revenue Service – Estate and Gift Division

Trusts & Estates Year in Review 2019 (Tax Law Update)

Megan Neal
June 12, 2019
Boston, MA

sponsored by the Boston Bar Association

40th Annual Conner-Zaritsky Advanced Estate Planning Institute

Amy Kanyuk
May 3, 2019
Williamsburg, VA

sponsored by the Virginia Law Foundation

Trustee Discretion

Amy Kanyuk
April 3, 2019
Concord, NH

sponsored by the Estate Planning Section of the NH Bar

Pre-Mortem Estate Plan Validation

Amy Kanyuk
February 13, 2019
Teleconference

sponsored by Trusts and Estates Magazine

53rd Annual Heckerling Institute on Estate Planning

Amy K. Kanyuk
January 14, 2019
Orlando, Florida

sponsored by the Univ. Miami School of Law

36th Annual New Hampshire Tax Forum

Amy Kanyuk
November 28, 2018
Concord, New Hampshire

sponsored by the NH Society of CPAs and the NH Bar Association

2018 New Hampshire Trust Conference

Amy Kanyuk
October 18, 2018
New Castle, New Hampshire

sponsored by the New Hampshire Trust Council

Florida Fellows Institute

Amy Kanyuk
October 5, 2018
Fort Lauderdale, FL

sponsored by Florida Fellows Institute/American College of Trust & Estate Counsel

29th Annual Conference on Wealth Transfer

Amy Kanyuk
June 1, 2018
Columbus, Ohio

sponsored by the Ohio State Bar Association

58th Probate & Estate Planning Institute

Amy Kanyuk
May 18, 2018
Traverse City, Michigan

sponsored by the Probate & Est. Planning Section of the State Bar of Michigan & ICLE

The ABCs of Trusts

Amy K. Kanyuk
April 4, 2018
Concord, NH

sponsored by the NH Bar Association - Trust & Estate Section

52nd Annual Heckerling Institute on Estate Planning

Amy Kanyuk
January 25, 2018
Orlando, Florida

sponsored by the Univ. of Miami School of Law

The NH Tax Forum - the ABCs of Trusts

Amy Kanyuk
November 30, 2017
Concord, NH

sponsored by the NH Bar Assoc. and the NH CPA Society

Delaware Trust Conference - Choosing among the Major Trust Jursidictions

Amy Kanyuk
October 24, 2017
Wilmington, Delaware

sponsored by the Delaware Bankers' Association

Asset Protection Planning

Amy Kanyuk
October 21, 2017
Nashville, TN

sponsored by the American College of Trust & Estate Counsel

NH Trust Conference - Decanting

Amy Kanyuk
September 29, 2017
New Castle, NH

sponsored by NH Trust Council

Post-Mortem Estate and Income Tax Planning

Amy Kanyuk
July 13, 2017
Boston, MA

sponsored by the American Law Institute

57th Probate and Estate Planning Institute

Amy Kanyuk
May 18, 2017
Traverse City, Michigan

sponsored by Probate & Est. Planning Section of the State Bar of Michigan & ICLE

Planning for Heirloom Real Estate

Amy Kanyuk
May 9, 2017
Bedford, NH

sponsored by First American Title

Wills and Transfer Taxes

Megan Neal
November 30, 2016
Concord, NH

sponsored by NH Bar Association

Maintaining the Estate and Preparing Assets for Distribution

Megan Neal
November 9, 2016
Concord, NH

sponsored by National Business Institute

Third Party Trusts in the Divorce Context

Joe McDonald and Megan Neal
November 3, 2016
Concord, NH

sponsored by the NH Bar Assoc. and NH Society of CPAs

Be the Change: Peace, Love and Decanting

Amy Kanyuk
October 20, 2016
Naples, Florida

sponsored by Naples Community Hospital Healthcare Foundation

Estate Planning in Depth - Decanting

Amy Kanyuk
June 29, 2016
Madison, Wisconsin

sponsored by the American Law Institute

Developments in NH Trust Law, Decanting and Trust Modification

Amy Kanyuk
May 10, 2016
Bedford, NH

sponsored by First American Title

Ethical Considerations in Acting as Executor or Trustee

Amy Kanyuk
February 2, 2016
Teleconference

sponsored by the American Bar Association (Real Prop., Trust and Estate Law Section)

Recent Developments in Estate Planning

Amy Kanyuk
December 9, 2015
Teleconference

sponsored by the American College of Trust & Estate Counsel and the American Law Institute

Recent Developments in New Hampshire Law

Amy Kanyuk
November 11, 2015
Manchester, NH

sponsored by the NH Estate Planning Council

Recent Developments in Federal Wealth Transfer Taxation and Income Taxation

Joe McDonald
November 5, 2015
Concord, NH

sponsored by the NH Bar Association and NH Society of CPAs

Minimizing Tax Exposure and Creditor Risks Using Trusts

Megan Neal
October 23, 2015
Nashua, NH

sponsored by Business Fundamentals Bootcamp

Decanting in New Hampshire

Amy Kanyuk
October 7, 2015
Concord, NH

sponsored by the NH Bar Association (Elder Law & Estate Planning Section)

Lawyers Serving As and Representing Fiduciaries

Amy Kanyuk
September 20, 2015
Newport, Rhode Island

sponsored by the American College of Trust and Estate Counsel (New Eng. Regional Mtg.)

Recent Developments in New Hampshire Trust and Tax Laws

Joe McDonald
September 19, 2015
Newport, Rhode Island

sponsored by the American College of Trust and Estate Counsel (New Eng. Regional Mtg.)

Issues of Mutual Interest to the Elder Law/Est. Plan. and Real Prop. Law Sections of the NH Bar

Megan Neal
August 11, 2015
Portsmouth, NH

sponsored by the NH Bar Association (Elder Law and Real Property Law Sections)

Post-Mortem Estate Planning

Amy Kanyuk
July 17, 2015
Boston, MA

sponsored by the American Law Institute

New Hampshire Trust Law Update

Amy Kanyuk
June 10, 2015
Manchester, NH

sponsored by Eldridge Investment Advisors - CPA CPE Forum

Estate Planning - A Women’s Issue

Amy Kanyuk
May 27, 2015
Hannah Grimes Center, Keene, NH

sponsored by Cedarcrest Center for Children with Disabilities

Portability of the Estate Tax Exemption: Planning, Compliance & Drafting Issues

Joe McDonald
May 27, 2015
Concord, NH

sponsored by the NH Bar Association

Post-Mortem Estate Planning and Administration

Amy Kanyuk
April 30, 2015
San Francisco, CA

sponsored by the American Law Institute

Lawyers Serving as Fiduciaries

Amy Kanyuk
March 5, 2015
Marco Island, FL

sponsored by the American College of Trust and Estate Counsel

Lawyers Serving as Fiduciaries

Amy Kanyuk
January 15, 2015
Orlando, Florida

sponsored by the University of Miami ~ 49th Annual Heckerling Institute on Estate Planning

Using Delaware and New Hampshire Trusts When Planning for Massachusetts Residents

Joe McDonald
January 9, 2015
Boston, MA

sponsored by MCLE New England (Annual New Eng. Est. Planning Conference)

State Taxation of Trusts

Amy Kanyuk
November 14, 2014
Concord, NH

sponsored by the NH Society of CPAs and the NH Bar Assoc. (Taxation Law Section) ~ 32nd Annual Tax Forum

Specialty Trusts in New Hampshire

Amy Kanyuk
November 12, 2014
Concord, NH

sponsored by the NH Bar Association

Trust Administration in New Hampshire

Amy Kanyuk and Megan Neal
August 15, 2014
Manchester, NH

sponsored by Lorman Education Services (register online at http://www.lorman.com/393210?discount_code=V3665474&p=13389)

New Hampshire Trust Law

Amy Kanyuk
March 21, 2014
Nashua, New Hampshire

sponsored by the Financial Planning Association of Northern New England

SB 289 – Validation of Wills and Amendments to the Uniform Trust Code

Amy Kanyuk
March 12, 2014
Concord, NH

sponsored by New Hampshire Bar Association (Elder Law, Estate Planning & Probate Law Section)

Women and Money Forum: Cultivating Prosperity

Amy K. Kanyuk
January 9, 2014
Manchester, New Hampshire

sponsored by The Center for Women's Business Advancement at Southern NH University

New Hampshire Tax Forum

Amy K. Kanyuk
October 31, 2013
Concord, NH

sponsored by NH CPA Society and NH Bar Association

Statutory and Common Law Decanting

Amy K. Kanyuk
September 7, 2013
Bretton Woods, NH

sponsored by the American College of Trust and Estate Counsel

Trust Administration in New Hampshire

Amy K. Kanyuk and Megan Neal
August 15, 2013
Manchester, NH

sponsored by Lorman Education Services

Representing Estate and Trust Beneficiaries and Fiduciaries

Amy K. Kanyuk
July 18, 2013
Boston, MA

sponsored by ALI-CLE

Th!nk Forum - Family Compounds: Legacy of Joy or Intergenerational Prison?

Joe McDonald
April 25, 2013
Boston, Massachusetts

sponsored by Ballentine Partners

Wills, Trusts and Your Business

Amy K. Kanyuk
January 10, 2013
Manchester, NH

sponsored by The Center for Women’s Business Advancement at Southern New Hampshire University (Women and Money Forum)

Business Development Opportunities under NH’s Progressive Trust Laws

Amy K. Kanyuk
November 15, 2012
Worcester, Massachusetts

sponsored by Estate and Business Planning Council of Worcester County

Migrating Trusts to New Hampshire

Joe McDonald
August 29, 2012
Boston, MA

sponsored by Mass. Society of CPAs

Basic Trust Planning

Megan Neal
August 14, 2012
Bedford, NH

sponsored by Mass Mutual

Probate: Beyond the Basics

Megan Neal
March 26, 2012
Manchester, NH

Developments in New Hampshire Trust Law

Joe McDonald & Amy Kanyuk
February 8, 2012
Boston, Mass.

sponsored by The Boston Estate Planning Council

New Hampshire Trust Law Overview

Amy Kanyuk
November 18, 2011
29th Annual Tax Forum

sponsored by The NH Bar Association and the NH Society of CPAs

The New Hampshire Trust Advantage

Amy Kanyuk
September 14, 2011
Manchester, New Hampshire

sponsored by The New Hampshire Estate Planning Council

State Law Update on Trust Administration

Amy Kanyuk & Joe McDonald
September 10, 2011
New England Regional Meeting of the American College of Trust and Estate Counsel, Mashantucket, CT