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.

Agenda & Materials

• Day One: December 14th, 2023
• 9:30 - 9:35 am

  Welcome and Introduction

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 9:35 - 11:45 am

  Introduction to Intestacy and Basic Estate Planning

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  Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
  Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Cambridge
  
• 11:45 - 12:00 pm

  Break
• 12:00 - 12:30 pm

  The Estate Planning Process

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  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 12:30 - 1:30 pm

  Estate Planning: Introduction to Transfer Taxes

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  Kristin M. Kelley, KLR, Private Client Services Group , Waltham
  Jennifer M. Lo, Esq., Birchgrove Law Collective LLC , Needham
  
• 1:30 - 2:30 pm

  Lunch
• 2:30 - 3:30 pm

  Introduction to Trusts

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  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  
• 3:30 - 4:30 pm

  Estate Planning: Marital Deduction Planning

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  Laurel M. Millette, Esq., Transitions Law LLC , Concord
  
• Day Two: December 15th, 2023
• 9:30 - 10:30 am

  Planning for Retirement Benefits

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  Heather B. Cheney, J.D., BNY Mellon Wealth Management , Boston
  
• 10:30 - 11:30 am

  Ethical Issues in Estate Planning

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  Michael J. Rossi, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• 11:30 - 11:45 am

  Break
• 11:45 - 12:45 pm

  Elder Law Issue Spotting

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  Jessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
  Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  
• 12:45 - 1:30 pm

  Lunch
• 1:30 - 2:30 pm

  Medicaid Planning

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  Jessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
  Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
  
• 2:30 - 3:15 pm

  Ask a Care Manager

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  Jessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
  Anna L. Pollard, LifeCare Advocates , Newton Center
  
• 3:15 - 3:30 pm

  Break
• 3:30 - 4:15 pm

  Post-Mortem Planning

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  Paul Cathcart, Jr., Esq., Hemenway & Barnes LLP , Boston
  
• 4:15 - 4:20 pm

  Key Takeaways

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Cochairs

Faculty