Product Description

Game-changing case decisions. Emergent regional trends. An in-depth focus on Western Massachusetts estate planning and cresting developments that impact the advice and representation you provide to clients.

This full-day Conference delivers a diverse panel of distinguished estate planners, ready to share their insights on new issues central to your practice. Benefit from the valuable practice takeaways they can offer you. Come to this Conference expecting a lively interchange, panel discussion, question-andanswer session, and top-notch supporting materials—you won’t be disappointed. Your practice is constantly evolving; make this Conference a fundamental part of your annual estate planning self-audit.

Agenda & Materials

• 9:00 - 9:05 a.m.

  Welcome and Introduction
• 9:05 - 10:05 a.m.

  Estate Planning Case Law and Legislation Update

  Michele J. Feinstein, Esq., Shatz, Schwartz, and Fentin, PC , Springfield
  
• 10:05 - 10:15 a.m.

  Networking and Refreshment Break
• 10:15 - 11:45 a.m.

  Probate & Family Court View from Behind the Counter

  Maureen C. Lemke, Hampden Probate and Family Court, Commonwealth of Massachusetts , Springfield
  Alexandra S. Flanders, Esq., Franklin Probate and Family Court, Commonwealth of Massachusetts , Greenfield
  
• 11:45 a.m. - 12:45 p.m.

  Lunch (provided)
• 12:45 - 2:15 p.m.

  Spotlight on Capacity Issues and Estate Planning

  Dr. Emily F. Clionsky, M.D., Clionsky Neuro Systems , Springfield
  
• 2:15 - 2:30 p.m.

  Networking and Refreshment Break
• 2:30 - 3:20 p.m.

  MUTC, Non Judicial Settlement Agreements

  Michael J. Simolo, Esq., Loring, Wolcott & Coolidge Trust, LLC , Boston
  
• 3:20 - 4:00 p.m.

  Digital Assets Update

  Elizabeth H. Sillin, Esq., , Springfield
  

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.

Cochairs

Faculty