Estate Planning: MCLE BasicsPlus!
Developing a plan for the intermediate estate
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- Product Number: 2240188WAU
- Publication Date: 5/23/2024
- Length: 12 hours CLE Credit Note
- Copyright: © 2024 MCLE, Inc.
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Product Description
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.
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Agenda
Agenda & Materials
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Day One: Thursday, May 23rd, 2024
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:35 - 11:20 am
Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to Cart -
11:20 - 11:25 am
Break
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11:25 - 12:45 pm
Estate Planning with Life Insurance
on demand video Add to CartBrian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
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12:45 - 1:30 pm
Lunch (on your own)
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1:30 - 2:40 pm
Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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2:40 - 3:10 pm
Ethics Hypotheticals
James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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3:10 - 3:15 pm
Break
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3:15- 4:15 pm
Business Succession Planning
on demand video Add to Cart -
4:15 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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Day Two: May 24th 2024
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9:30 - 9:35 am
Welcome and Introduction Day 2
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:35 - 11:45 am
Estate, Gift, and GST Tax Planning
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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11:45 - 12:15 pm
Ethics Hypotheticals
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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12:15 - 1:00 pm
Lunch (on your own)
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1:00 - 1:45 pm
Medicaid and Long Term Care
on demand video Add to Cart -
1:45 - 1:50 pm
Break
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1:50 - 2:50 pm
Post-Mortem Planning
on demand video Add to Cart -
2:50 - 2:55 pm
Break
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2:55 - 4:10 pm
Charitable Planning
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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4:10 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , 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.
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