Estate Planning: MCLE BasicsPlus!
Developing a plan for the intermediate estate
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- Product Number: 2240188P01
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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
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
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
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9:30 - 9:35 am
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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
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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Day Two: May 24th 2024
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9:35 - 11:20 am
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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
Heidi A. Seely, Esq., Day Pitney LLP , 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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11:20 - 11:25 am
Break
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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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11:25 - 12:45 pm
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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
Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
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1:50 - 2:50 pm
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12:45 - 1:30 pm
Lunch (on your own)
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2:50 - 2:55 pm
Break
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2:55 - 4:10 pm
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1:30 - 2:40 pm
Fiduciary Income Tax 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 CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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4:10 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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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
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- Faculty