Estate Planning: MCLE BasicsPlus!®
Learn the law and acquire skills to be successful
- Product Number: 2230033P01
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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
Estate Planning: MCLE BasicsPlus! gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning for a modest estate, although it also introduces concerns that arise in larger or more complex estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.
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Agenda
Agenda & Materials
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12:00 - 1:00 pm
Year-in-Review: A Dialogue on the Top 10 Cases
on demand video Add to CartSara J. Shanahan, Esq., Sherin and Lodgen LLP , Boston
Christopher R. Blazejewski, Esq., Sherin and Lodgen LLP , Boston
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Cambridge
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1:00 - 2:00 pm
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11:45 am - 12:00 pm
Break
Hon. Helene Kazanjian, Superior Court, Commonwealth of Massachusetts , Boston
Hon. Peter B. Krupp, Superior Court, Business Litigation Session, Commonwealth of Massachusetts , Boston
Hon. Michael D. Ricciuti, Superior Court, Commonwealth of Massachusetts , Boston
Hon. Kenneth W. Salinger, Superior Court, Business Litigation Session, Commonwealth of Massachusetts , Boston
Sara J. Shanahan, Esq., Sherin and Lodgen LLP , Boston
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2:00 - 2:15 pm
Break
Andrea C. Kramer, Esq., Kramer Law LLC , Newton
Michael D. Brier, Esq., Gesmer Updegrove LLP , Boston
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2:15 - 3:15 pm
Preliminary Injunctions in Business Litigation
on demand video Add to Cart- Preparing to file suit and move for a preliminary injunction
- Preparing to defend a motion for preliminary injunction
- Building the record
- Affidavits v. live witnesses
- Showing irreparable harm
- Preserving the status quo
- Moving for a preliminary injunction mid-case
- Revisiting a preliminary injunction mid-case
- Interlocutory appeals
- Expedited trials
- How to handle the preliminary injunction at trial
Andrea C. Kramer, Esq., Kramer Law LLC , Newton
Michael D. Brier, Esq., Gesmer Updegrove LLP , Boston
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12:00 pm - 12:30 pm
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3:15 - 4:00 pm
Preserving, Searching for, and Discovering Key Evidence
on demand video Add to Cart- Litigation hold requests
- ESI-email, texts, phone logs—identifying key custodians and accounts
- Considering client’s document retention policies and practices
- Agreeing to joint search terms for ESI
- Protective orders
- Confidentiality designations
- Motions to impound confidential material
- Confidentiality terms in settlement agreements
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4:00 - 5:00 pm
Federal Judicial Panel
on demand video Add to CartMatthew S. Furman, Esq., Todd & Weld LLP , Boston
Sarah M. Nyren, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
Stephen D. Riden, Esq., Beck Reed Riden LLP , Boston
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Hon. Nathaniel M. Gorton, U.S. District Court, District of Massachusetts , Boston
Hon. Katherine A. Robertson, U.S. District Court, District of Massachusetts , Springfield
Hon. Patti B. Saris, U.S. District Court, District of Massachusetts , Boston
Joshua M.D. Segal, Esq., Lawson & Weitzen LLP , Boston
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4:00 - 5:00 pm
Federal Judicial Panel
on demand video Add to CartMatthew S. Furman, Esq., Todd & Weld LLP , Boston
Sarah M. Nyren, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
Stephen D. Riden, Esq., Beck Reed Riden LLP , Boston
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Hon. Nathaniel M. Gorton, U.S. District Court, District of Massachusetts , Boston
Hon. Katherine A. Robertson, U.S. District Court, District of Massachusetts , Springfield
Hon. Patti B. Saris, U.S. District Court, District of Massachusetts , Boston
Joshua M.D. Segal, Esq., Lawson & Weitzen LLP , Boston
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12:30 pm - 1:30 pm
Introduction to Trusts
on demand video Add to Cart,
Hon. Nathaniel M. Gorton, U.S. District Court, District of Massachusetts , Boston
Hon. Katherine A. Robertson, U.S. District Court, District of Massachusetts , Springfield
Hon. Patti B. Saris, U.S. District Court, District of Massachusetts , Boston
Joshua M.D. Segal, Esq., Lawson & Weitzen LLP , Boston
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1:30 pm - 2:30 pm
Lunch (on your own)
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2:30 pm - 3:30 pm
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3:30 pm - 4:30 pm
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Day 2 - Friday, December 16, 2022
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9:30 am - 10:30 am
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10:30 am - 11:30 am
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11:30 am - 11:45 am
Break
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11:45 am - 12:45 pm
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12:45 pm - 1:30 pm
Lunch (on your own)
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1:30 pm - 2:30 pm
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2:30 pm - 3:15 pm
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3:15 pm - 3:30 pm
Break
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3:30 pm - 4:15 pm
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4:15 pm - 4:20 pm
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.
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