ALERT

MCLE will close at 4:30pm on Friday, December 20, 2024 so that our staff can celebrate the joys of the season with their loved ones and rest and recharge for the new year. We will reopen on Thursday, January 2, 2025 at 8:30am. We wish you a happy holiday season and a bright 2025!!

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!

Your Selection:

Introduction On demand video from 22nd Annual Estate Planning Conference 2021; Length: 00:01:50 $25.00; Members $22.50; New Lawyers $12.50 Free for OnlinePass subscribers.

Registration for this program is closed

All of the faculty presentations from 22nd Annual Estate Planning Conference 2021 may be purchased individually. Expand the Agenda below to see all options.

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See Agenda below to purchase individual video segments from this program. Pricing varies by video length. Member and new lawyer pricing available. Free for OnlinePass subscribers.

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
- 9:30 am - 9:31 am
  
  Welcome and Introduction
  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
  Cameron Casey, Esq., Choate Hall & Stewart LLP , Boston
  Amy Schnitzer, Esq., Bessemer Trust , Boston
  Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
- 10:43 am - 11:46 am
  
  Featured Address: Naming Trusts as The Beneficiary of Retirement Planning Assets
  on demand video Add to Cart
  Natalie B. Choate, Esq., , Boston
- 11:46 am - 12:00 pm
  
  Break
- 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
  Sarah F. Alger, Esq., Sarah F. Alger, PC , Nantucket
  Joseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP , Boston
  Hon. Diane R. Rubin, Land Court, Commonwealth of Massachusetts , Boston
- 1:00 pm - 2:00 pm
  
  Lunch
- 2:00 pm - 3:05 pm
  
  Planning at the Intersection of Estate Planning and Closely Held Business Planning
  on demand video Add to Cart
  Ruth A. Mattson, Esq., Verrill Dana LLP , Boston
  Kurt R. Steinkrauss, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC , Boston
  Robert A. Vigoda, Esq., Rubin and Rudman LLP , Boston
- 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
  Sarah Rachel Boonin, Esq., Suffolk University Law School , Boston
  Gerard J. Donnellan, PhD, Boston College , Chestnut Hill
  Harry S. Margolis, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
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

ALERT

MCLE will close at 4:30pm on Friday, December 20, 2024 so that our staff can celebrate the joys of the season with their loved ones and rest and recharge for the new year. We will reopen on Thursday, January 2, 2025 at 8:30am. We wish you a happy holiday season and a bright 2025!!

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!

Your Selection:

Product Description

Agenda & Materials

Welcome and Introduction

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

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

Break

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

Lunch

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

Break

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

Chair

Featured Speaker(s)

Faculty