22nd Annual Estate Planning Conference 2021

Estate planning, trust administration and fiduciary litigation all in one Conference!

Product Number: 2210173P01
CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note
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22nd Annual Estate Planning Conference 2021

Estate planning, trust administration and fiduciary litigation all in one Conference!

Choose Date/Location:

In-Person Program Tuesday, 4/27/2021, 9:30 am – 4:30 pm, MCLE Conference Center, Ten Winter Place, Boston

Live Webcast Tuesday, 4/27/2021, 9:30 am – 4:30 pm, Live Webcast, www.mcle.org, Live Webcast

Recorded Webcast Tuesday, 5/11/2021, 9:30 am – 4:30 pm, Recorded Webcast, www.mcle.org, Recorded Webcast

Recorded Webcast Friday, 1/7/2022, 9:30 am – 4:30 pm, Recorded Webcast, www.mcle.org, Recorded Webcast

Registration for this program is closed

Product Description

Product Description

Join estate planning practitioners, fiduciary litigators, and trust lawyers at this year's 22nd Annual Estate Planning Conference 2021. The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year.
Agenda
Agenda & Materials
- 12:00 - 12:05 pm
  
  Understanding Legal Notice Requirements
  on demand video Add to Cart
- 9:31 am - 10:43 am
  
  Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation
  on demand video Add to Cart
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 12:05 - 12:15 pm
  
  Community and Political Outreach in Advance of Hearings
  on demand video Add to Cart
- 10:43 am - 11:46 am
  
  Featured Address: Naming Trusts as The Beneficiary of Retirement Planning Assets
  on demand video Add to Cart
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 12:30 - 12:45 pm
  
  Using Experts (Architects, Surveyors, Engineers, etc.) in Presentations
  on demand video Add to Cart
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 11:46 am - 12:00 pm
  
  Break
  
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 12:45 - 12:55 pm
  
  Tips for Effective Board Presentations
  on demand video Add to Cart
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 12:00 pm - 1:00 pm
  
  Real Estate, Estate Planning and Estate Administration: Mistakes that Cloud Title and Planning
  on demand video Add to Cart
- 12:55 - 1:00 pm
  
  "Ask the Experts" Q&A Session and Key Takeaways
  on demand video Add to Cart
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 1:00 pm - 2:00 pm
  
  Lunch
  
  Michael W. Parker, Esq., Dain, Torpy, Le Ray, Wiest & Garner, PC , Boston
  Johanna W. Schneider, Esq., Hemenway & Barnes LLP , Boston
- 2:00 pm - 3:05 pm
  
  Planning at the Intersection of Estate Planning and Closely Held Business Planning
  on demand video Add to Cart
- 3:05 pm - 3:30 pm
  
  Break
- 3:05 pm - 3:30 pm
  
  Break
- 3:30 pm - 4:33 pm
  
  Planning for a Client Whose Capacity is Diminishing (not Diminished)
  on demand video Add to Cart
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.
Faculty

Chair

Patricia M. Annino, Esq., Rimon, PC, Boston

Featured Speaker(s)

Natalie B. Choate, Esq., Boston

Faculty

Sarah F. Alger, Esq., Sarah F. Alger, PC, Nantucket

Joseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP, Boston

Sarah Rachel Boonin, Esq., Suffolk University Law School, Boston

Cameron Casey, Esq., Choate Hall & Stewart LLP, Boston

Gerard J. Donnellan, PhD, Boston College, Chestnut Hill

Harry S. Margolis, Esq., Margolis Bloom & D'Agostino LLP, Wellesley Hills

Ruth A. Mattson, Esq., Verrill Dana LLP, Boston

Hon. Diane R. Rubin, Land Court, Commonwealth of Massachusetts, Boston

Amy Schnitzer, Esq., Bessemer Trust, Boston

Kurt R. Steinkrauss, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston

Mark E. Swirbalus, Esq., Holland & Knight LLP, Boston

Robert A. Vigoda, Esq., Rubin and Rudman LLP, Boston

TOP

22nd Annual Estate Planning Conference 2021

Estate planning, trust administration and fiduciary litigation all in one Conference!

22nd Annual Estate Planning Conference 2021

Estate planning, trust administration and fiduciary litigation all in one Conference!

Choose Date/Location:

Product Description

Agenda & Materials

Understanding Legal Notice Requirements

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

Community and Political Outreach in Advance of Hearings

Featured Address: Naming Trusts as The Beneficiary of Retirement Planning Assets

Using Experts (Architects, Surveyors, Engineers, etc.) in Presentations

Break

Tips for Effective Board Presentations

Real Estate, Estate Planning and Estate Administration: Mistakes that Cloud Title and Planning

"Ask the Experts" Q&A Session and Key Takeaways

Lunch

Planning at the Intersection of Estate Planning and Closely Held Business Planning

Break

Break

Planning for a Client Whose Capacity is Diminishing (not Diminished)

Please Note

Chair

Featured Speaker(s)

Faculty