Product Description

Estate Planning: MCLE BasicsPlus!® is intended to give practitioners a solid foundation in the legal concepts and skills necessary to establish a successful estate planning practice. Attendees receive guidance on preparing standard estate planning documents like wills, trusts, health care proxies, and powers of attorney based on clients' unique personal and financial situations; establishing a client relationship and conducting client meetings; navigating ethical issues that commonly arise in the planning process; administering a trust properly; and dealing with various types of assets. The seminar also provides an overview of fundamental technical issues that are essential for any estate planner, including transfer tax issues and elder law issues.

Agenda & Materials

• Day One: Wednesday, December 15, 2021
• 9:00 - 9:05 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
  
• 9:05 - 11:16 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
  
• 11:16 - 11:30 am

  Break
• 11:30 - 12:00 pm

  The Estate Planning Process

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  Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
  
• 12:00 - 12:57 pm

  Introduction to Trusts

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  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  
• Day Two: December 16, 2021
• 9:00 - 10:00 am

  Estate Planning: Introduction to Transfer Taxes

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  Jennifer M. Lo, Esq., Birchgrove Law Collective LLC , Needham
  Kristin M. Kelley, KLR, Private Client Services Group , Waltham
  
• 10:00 - 10:58 am

  Marital Deduction Estate Planning

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  Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
  Laurel M. Millette, Esq., Transitions Law LLC , Concord
  
• 10:58 - 11:05 am

  Break
• 11:05 - 11:58 am

  Estate Planning for Retirement Benefits

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  Heather B. Cheney, J.D., BNY Mellon Wealth Management , Boston
  
• 11:58 am - 12:58 pm

  Ethical Issues in Estate Planning

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  Michael J. Rossi, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston
  
• Day Three: Friday, December 17, 2021
• 9:00 - 9:56 am

  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
  
• 9:56 - 11:00 am

  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
  
• 11:00 - 11:15 am

  Break
• 11:15 - 11:58 am

  Elder Law: Ask a Care Manager

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  Jessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
  Anna L. Pollard, LifeCare Advocates , Newton Center
  
• 11:58 am - 12:46 pm

  Post-Mortem Estate Planning

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  Paul Cathcart, Jr., Esq., Hemenway & Barnes LLP , Boston
  
• 12:46 - 12:54 pm

  Key Takeaways

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

Cochairs

Faculty