22nd Annual Estate Planning Conference 2021
Estate planning, trust administration and fiduciary litigation all in one Conference!
- Product Number: 2210173P01
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CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note -
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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
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9:30 am - 9:31 am
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9:31 am - 10:43 am
Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation
on demand video Add to CartCameron Casey, Esq., Choate Hall & Stewart LLP , Boston
Amy Schnitzer, Esq., Bessemer Trust , Boston
Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
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10:43 am - 11:46 am
Featured Address: Naming Trusts as The Beneficiary of Retirement Planning Assets
on demand video Add to CartNatalie B. Choate, Esq., , Boston
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11:46 am - 12:00 pm
Break
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12:00 pm - 1:00 pm
Real Estate, Estate Planning and Estate Administration: Mistakes that Cloud Title and Planning
on demand video Add to CartSarah 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
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1:00 pm - 2:00 pm
Lunch
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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
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3:30 pm - 4:33 pm
Planning for a Client Whose Capacity is Diminishing (not Diminished)
on demand video Add to CartSarah 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
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- Faculty