Product Description

A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely tuned interview skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.

This program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.

Agenda & Materials

• Day One: May 22
• 9:30 - 9:35 am

  Welcome and Introduction

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 9:35 - 10:35 am

  Initial Steps, Fundamentals & Estate Planning Documents

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  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 10:35 - 10:40 am

  Break
• 11:25 - 12:45 pm

  Estate Planning with Life Insurance

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  Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
  
• 12:45 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:40 pm

  Fiduciary Income Tax Planning

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  James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
  
• 2:40 - 3:10 pm

  Estate Planning: Ethics Hypotheticals

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  James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
  
• 3:10 - 3:15 pm

  Break
• 3:15 - 4:15 pm

  Post-Mortem Planning

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  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• Day Two: May 23
• 9:30 - 9:35 am

  Welcome and Introduction

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 9:35 - 10:45 am

  Estate, Gift and GST Tax Planning

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 10:45 - 10:50 am

  Break
• 11:45 - 12:15 pm

  Estate Planning: Ethics Hypotheticals

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 12:15 - 1:00 pm

  Lunch (on your own)
• 1:00 - 1:45 pm

  Medicaid and Long Term Care

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  Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP , Wellesley
  
• 1:45 - 1:50 pm

  Break
• 1:50 - 2:50 pm

  Business Succession Planning

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  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• 2:50 - 2:55 pm

  Break
• 2:55 - 4:10 pm

  Charitable Planning

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  Kelly J. Guarino, Esq., Fiduciary Trust Company , Boston
  

Chair

Faculty