Estate Planning: MCLE BasicsPlus®
A thorough overview of planning a modest estate
- Product Number: 2160158P01
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CLE Credits, earn up to:
12 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
What does it take to establish a successful estate planning practice? A knowledge of federal and state statutes, rulings, and case law in the substantive areas of taxation and will, trust, and property law. Well-honed interview and drafting skills. The ability to elicit and effectively use a substantial body of financial and personal data for each client.
This program gives you the in-depth knowledge you need to plan for a variety of estate matters and run your practice well. The focus is on the practical application of the law and skills involved in planning an estate of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn to draft estate planning instruments while considering the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on how to prepare 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
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9:00 - 9:05 a.m.
Welcome and Introduction
Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:05 - 10:00 a.m.
Initial Steps, Fundamentals and Basic Estate Planning Documents
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
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10:00 - 10:15 a.m.
Networking and Refreshment Break
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10:15 - 11:10 a.m.
Initial Steps, Fundamentals and Basic Estate Planning Documents (cont'd)
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
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11:10 - 12:25 p.m.
Medicaid and Long Term Care Planning
on demand video Add to Cart -
12:25 - 1:25 p.m.
Lunch (on your own)
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1:25 - 2:30 p.m.
Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies , Woburn
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2:30 - 2:45 p.m.
Networking and Refreshment Break
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2:45 - 3:45 p.m.
Post-Mortem Planning
on demand video Add to Cart -
3:45 - 4:00 p.m.
"Ask the Experts" Q&A Session
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DAY TWO
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9:00 - 9:05 a.m.
Welcome and Introduction
Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:05 - 10:15 a.m.
Estate, Gift and GST Tax Planning
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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10:30 - 11:20 a.m.
Networking and Refreshment Break
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10:30 - 11:20 a.m.
Estate, Gift and GST Tax Planning (cont'd)
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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11:20 - 12:15 p.m.
Business Succession Planning
on demand video Add to Cart -
12:15 - 1:15 p.m.
Lunch (on your own)
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1:15 - 2:15 p.m.
Planning with Life Insurance
on demand video Add to CartChristopher A. Hynes, Esq., CFP®, Tax Law Solutions, LLC , San Juan
Brian J. DesRosiers, Esq., DesRosiesr & Tierney LLC , Beverly
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2:30 - 3:45 p.m.
Charitable Planning
on demand video Add to CartLaura T. Godine, JD, Eaton Vance WaterOak Advisors , Boston
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3:45 - 4:00 p.m.
"Ask the Experts" Q&A Session
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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