Product Description

Join Probate and Family Court judges, fellow estate planning practitioners, fiduciary litigators, and expert trust and estate administers at this year’s 19th Annual New England Estate Planning Conference 2018. Back by popular demand, MCLE is offering three separate tracks allowing you to shape the agenda to match your practice needs— Estate Planning, Trust and Estate Administration, and Fiduciary Litigation. Each track dives deep into the key issues, new developments, court trends, and practice tips you need to know about for the coming year. 

Sign up for your live program track of choice. Then, after the Conference, “attend” any session from any track at your convenience—online, on demand. All three tracks will be available via on demand webcast two weeks after the live presentation. Plus, each track comes with MCLE’s course-specific written materials and our Probate Sourcebook and Citator—an authoritative compilation of primary sources related to the MUPC and MUTC and a key desk reference for all probate practitioners. 

MCLE’s Estate Planning mega-Conference is three conferences—for the price of only one!

Agenda & Materials

• 8:30 a.m. – 9:30 a.m.

  Registration and Check-in
• 9:30 a.m. – 9:45 a.m.

  Welcome and Introduction

  Marc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
  
• 9:45 a.m. – 11:15 a.m.

  Plenary: Recent Developments in Estate Planning, Trust and Estate Administration and Fiduciary Litigation

  Leo J. Cushing, Esq., CPA, LLM, Cushing & Dolan, PC, Waltham

  Marc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
  
• 11:15 a.m. – 11:30 a.m.

  Networking and Refreshment Break
• Fiduciary Litigation Track
• 11:30 a.m. – 12:45 p.m.

  Fiduciary Risks in Exercising or Not Exercising the Power to Decant Trust Assets

  George L. Cushing, Esq., McLane Middleton, Woburn
  Ralph F. Holmes, Esq., McLane Middleton, Manchester, NH
  Joseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP, Boston
• 12:45 p.m. – 1:45 p.m.

  Lunch (on your own)
• 1:45 p.m. – 3:00 p.m.

  Accountings, Releases and Indemnification Agreements— A View from the Fiduciary Litigation Perspective (Joint Session with Trust and Estate Administration)

  Mark E. Swirbalus, Esq., Goulston & Storrs, PC, Boston, Cochair
  Marshall D. Senterfitt, Esq., Goulston & Storrs, PC, Boston
  Jillian B. Hirsch, Esq., Day Pitney LLP, Boston
• 3:00 p.m. – 3:15 p.m.

  Networking and Refreshment Break
• 3:15 p.m. – 4:30 p.m.

  Perspectives on the New Probate Court Fiduciary Litigation Session (FLS)

  Jennifer A. Maggiacomo, Esq., Assistant Judicial Case Manager, Norfolk Probate & Family Court
  Patrick W. McDermott, Esq., Register, Norfolk Probate & Family Court
  Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Boston
• Also Available:
• Estate Planning Track
• 11:30 a.m. – 12:45 p.m.

  Drafting Trusts to Permit Decanting (Joint Session with Trust and Estate Administration)

  Sara A. Wells, Esq., Morgan, Lewis & Bockius LLP, Boston
  Amy R. Lonergan, Esq., Day Pitney LLP, Boston
  Alison I. Glover, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston
  Allison M. Whitmore, Esq., Morgan, Lewis & Bockius LLP, Boston
• 12:45 p.m. – 1:45 p.m.

  Lunch (on your own)
• 1:45 p.m. – 3:00 p.m.

  How to Think About Digital Assets in Drafting an Estate Plan

  Marc J. Bloostein, Esq., Ropes & Gray LLP, Boston, Cochair
  Colin M. Korzec, Esq., U.S. Trust, Boston
  Elizabeth H. Sillin, Esq., Bulkley, Richardson and Gelinas LLP, Springfield
  Kerry L. Spindler, Esq., Goulston & Storrs, PC, Boston
• 3:00 p.m. – 3:15 p.m.

  Networking and Refreshment Break
• 3:15 p.m. – 4:30 p.m.

  Frontiers in Charitable Planning—Thinking Beyond the Private Foundation and Donor Advised Fund

  Marc J. Bloostein, Esq., Ropes & Gray LLP, Boston, Cochair
  Martin M. Hall, Esq., Ropes & Gray LLP, Boston
• Also Available:
• Trust & Estate Administration Track
• 11:30 a.m. – 12:45 p.m.

  How a Trustee Should Think about the Possibility of Decanting—Common Law Decanting, Statutory Decanting, and Other Methods of Modifying a Trust (Joint Session with Estate Planning)

  Sara A. Wells, Esq., Morgan, Lewis & Bockius LLP, Boston
  Amy R. Lonergan, Esq., Day Pitney LLP, Boston
  Alison I. Glover, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston
  Allison M. Whitmore, Esq., Morgan, Lewis & Bockius LLP, Boston
• 12:45 p.m. – 1:45 p.m.

  Lunch (on your own)
• 1:45 p.m. – 3:00 p.m.

  Accountings, Releases and Indemnification Agreements—A View from the Trust and Estate Administration Perspective (Joint Session with Fiduciary Litigation)

  Eric P. Hayes, Esq., Goodwin Procter LLP, Boston, Cochair
  Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP, Boston
  Stacy K. Mullaney, Esq., Fiduciary Trust Company, Boston
• 3:00 p.m. – 3:15 p.m.

  Networking and Refreshment Break
• 3:15 p.m. – 4:30 p.m.

  Changing Trust Situs—When Does it Make Sense?

  Eric P. Hayes, Esq., Goodwin Procter LLP, Boston, Cochair
  Renat V. Lumpau, Esq., Choate Hall & Stewart LLP, Boston
  Todd D. Mayo, Esq., Perspecta Trust, Hampton, NH
  Susan A. Robb, Esq., First Republic Trust, Boston

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Cochairs

Faculty