| MCLE | New England® | view in browser |
 |
|
| PROGRAM ALERT |
| Estate Planning: MCLE BasicsPlus!® |
| Learn the law and acquire skills to be successful |
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. |
| Agenda |
|
| Faculty |
 |
Aimee Fukuchi Bryant, Esq. Cochair |
 |
Nikki Marie Sherwood, Esq. Cochair |
 |
Paul Cathcart, Jr., Esq. Hemenway & Barnes LLP, Boston |
 |
Heather B. Cheney, J.D. BNY Mellon Wealth Management, Boston |
 |
Jessica A. Demmerly, Esq. Rubin and Rudman LLP, Boston |
 |
Kate Granigan, MSW, LICSW, C-ASWCM Chief Executive Officer, LifeCare Advocates, Newton |
 |
Sarah F. Hartline, Esq. Margolis Bloom & D’Agostino LLP, Wellesley Hills |
 |
Kristin M. Kelley, CPA, MST KLR, Private Client Services Group, Waltham |
 |
Jennifer M. Lo, Esq. Seegel Lipshutz Lo & Martin LLP, Wellesley Hills |
 |
Laurel M. Millette, Esq. Transitions Law LLC, Concord |
 |
Kristin A. Monaco, Esq. Nigro, Pettepit & Lucas LLP, Newburyport |
 |
John H. Ramsey, Esq. Goulston & Storrs, PC, Boston |
 |
Michael J. Rossi, Esq. Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston |
 |
Jennifer D. Taddeo, Esq. Estatewise Advisory, Franklin |
| Materials |
|
A Practical Guide to Estate Planning in Massachusetts ebook, plus speaker materials |
| Dates Earn up to 12 CLE credits including up to 1 ethics credit. |
 LIVE WEBCAST » Thursday, December 14, & Friday, December 15, 2023 9:30 am–4:30 pm |
 RECORDED WEBCAST » Tuesday, January 2, & Wednesday, January 3, 2024 9:30 am–4:30 pm |
|
RECORDED WEBCAST » Wednesday, January 10, & Thursday, January 11, 2024 9:30 am–4:30 pm |
| Tuition (includes written materials) |
| $295 |
| $265.50 MCLE Sponsor Members |
| $147.50 New Lawyers admitted to law practice within 5 years, Pending Admittees, Law Students, and Paralegals |
| FREE for MCLE OnlinePass® Subscribers |
| To apply for a need-based scholarship, email scholarships@mcle.org |
Can’t Attend? |
| Purchase the mp3 or on demand webcast, available after Thursday, January 11, 2024 at www.mcle.org. |
 | |
|
| Get everything MCLE has online for one low price— Subscribe to the MCLE OnlinePass® |
|
| Access everything MCLE has online—including all live and on demand webcasts, our entire collection of books, checklists, and forms, and more. All for one low price. Start your free trial today! | ||
| ||
| Annual subscription (monthly payment plan available) Firms $895 plus $125 per lawyer Solo practitioners $895 (admitted to law practice more than 5 years) New lawyer solo practitioners $447.50 (admitted to law practice within 5 years) Plus…MCLE Members save 10%! |
||
| ||
|
Sample a FREE Webcast & Podcast each week
|
||
| ||
|
| MCLE | New England® is a registered trademark of Massachusetts Continuing Legal Education, Inc., 10 Winter Place, Boston, MA 02108. |
| Contact us at customerservice@mcle.org or visit our website at www.mcle.org. |
| To be removed from all MCLE email lists, please click here. |
| To view this email in your web browser, click here. |
|