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A COMMUNITY OF TRUSTS & ESTATES PROFESSIONALS

Whether just starting your career, still in school, or an experienced professional, join the community and connect with others working in trusts and estates related fields throughout the greater Boston. Sign in or create an account to start!

Submit your idea to present a Lunch & Learn, or blog post!
(paid membership not required)!

Submit your idea

MEMBERSHIP BENEFITS

A GROWING NETWORK OF TRUSTS AND ESTATES PROFESSIONALS

The Boston Trusts and Estates Consortium has an ever growing membership spanning all aspects of trusts and estates, including insurance professionals, accountants/CPAs, lawyers, bankers, financial advisors, etc.

FORUMS TO ASK YOUR QUESTIONS, POST AND APPLY FOR JOBS, AND GET REFERRALS

Boston TEC members can post and answer questions in our forum. No question is too big or small, and our members are always willing to help out. We also have separate boards for referral requests and job postings.

REGULAR NETWORKING AND EDUCATIONAL EVENTS

Boston TEC hosts regular networking and educational events throughout the year. These often include a mix of in person and virtual options.  As the COVID-19 pandemic evolves, so does our offerings to ensure safe and continued access to membership benefits.

Upcoming & Past Events

  • TEC Virtual Lunch & Learn
    TEC Virtual Lunch & Learn
    TEC Virtual Lunch & Learn
    Dec 14, 2023, 12:00 PM – 1:00 PM
    Virtual event, Via Zoom
    Join Clarence Richardson, President of MassNAELA for: What is Elder Law? Hint: It's more than MassHealth Applications
  • UPDATE - TEC Virtual Lunch & Learn
    UPDATE - TEC Virtual Lunch & Learn
    UPDATE - TEC Virtual Lunch & Learn
    Nov 29, 2023, 12:00 PM – 1:00 PM
    Virtual Event, Via Zoom
    Join Nixon Peabody associate Joshua Caswell for a presentation on the recent changes to the Massachusetts estate tax law!
  • TEC Virtual Lunch & Learn
    TEC Virtual Lunch & Learn
    TEC Virtual Lunch & Learn
    Nov 15, 2023, 12:00 PM – 1:00 PM
    Virtual Event, Via Zoom
    Join Andrew Bostian of CliftonLarsonAllen for an online presentation on Common Areas of Focus in Audits of Business Valuations, including Discounts for Lack of Control and Lack of Marketability and Pass Through Entity Taxation
  • FPA Cross Industry Networking Event
    FPA Cross Industry Networking Event
    FPA Cross Industry Networking Event
    Aug 17, 2023, 5:00 PM – 7:00 PM
    Boston, 120 Huntington Ave, Boston, MA 02116, USA
    Join members of the Financial Professionals Association, MassCPAs, Boston Estate Planning Consortium, and the Boston Bar Association (and Trusts and Estates Consortium of course!) to eat, drink, and connect!

GET IN TOUCH

Questions, comments, concerns or suggestions? We love hearing from our community, so feel free to reach out anytime. Your message will be directed to Boston TEC leadership.

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