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 -
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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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Day 1 - Thursday, December 15, 2022
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9:30 am - 9:35 am
Welcome and Introduction
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
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9:35 am - 11:45 am
Introduction to Intestacy and Basic Estate Planning
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Cambridge
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11:45 am - 12:00 pm
Break
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12:00 pm - 12:30 pm
The Estate Planning Process
on demand video Add to Cart -
12:30 pm - 1:30 pm
Introduction to Trusts
on demand video Add to CartVaishali Goyal, Esq., Goulston & Storrs, PC , Boston
John H. Ramsey, Esq., Goulston & Storrs, PC , 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
Introduction to Transfer Taxes
on demand video Add to CartKristin M. Kelley, KLR, Private Client Services Group , Waltham
Jennifer M. Lo, Esq., Birchgrove Law Collective LLC , Needham
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3:30 pm - 4:30 pm
Marital Deduction Planning
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Laurel M. Millette, Esq., Transitions Law LLC , Concord
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Day 2 - Friday, December 16, 2022
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9:30 am - 10:30 am
Planning for Retirement Benefits
on demand video Add to Cart -
10:30 am - 11:30 am
Ethical Issues in Estate Planning
on demand video Add to Cart -
11:30 am - 11:45 am
Break
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11:45 am - 12:45 pm
Elder Law Issue Spotting
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
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12:45 pm - 1:30 pm
Lunch (on your own)
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1:30 pm - 2:30 pm
Medicaid Planning
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
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2:30 pm - 3:15 pm
Ask a Care Manager
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Anna L. Pollard, LifeCare Advocates , Newton Center
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3:15 pm - 3:30 pm
Break
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3:30 pm - 4:15 pm
Post-Mortem Planning
on demand video Add to Cart -
4:15 pm - 4:20 pm
Key Takeaways
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
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- Faculty