Why attend?

MCLE is pleased to welcome a distinguished panel of estate planning specialists from Connecticut, Maine, New Hampshire, Rhode Island, Vermont, and Florida in one session concentrating on the laws in those jurisdictions. This seminar addresses the de-coupled separate estate tax regimens in the other New England states and other important laws of each New England state apart from Massachusetts, and laws in Florida that bear on your snowbird (seasonal) residents of Florida and those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner here in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either winter there or who may be considering a change of domicile to the sunshine state. Further, let's face it, you may end up with a client domiciled in one of those states for whom you will be preparing estate plan documents for review and approval by local counsel in the subject jurisdiction and you want to have your initial drafts of estate plan documents close to mark in terms of their efficacy under local law.

Special Reason To Attend-The Other Five (Other than Massachusetts) New England State Specific Jurisdictional Presentations: Each panelist focuses on the laws of his/her jurisdiction of expertise covering estate tax provisions with emphasis on those with specific impact on non-domiciliaries owning real property in the subject state, real estate provisions, estate related uniform laws adopted in the jurisdiction, and other aspects of the law of each state that bear on clients that are connected with these states.

Second Special Reason To Attend-Important Florida Laws With Which You Need To Be Familiar: This seminar also addresses change of domicile procedures, the Florida homestead law, spousal rights under Florida law including elective share, execution requirements for Florida wills and trusts, and creditor protection techniques in Florida.

A Third Special Reason To Attend-Familiarity with the Unlicensed Practice of Law Provisions in Each Jurisdiction: Each panelist touches on local provisions pertaining to the unlicensed practice of law.

Agenda and written materials