18th Annual New England Estate Planning (and More) Conference 2017--Estate Planning Track
Estate Planning Track
- Product Number: 2170102P01
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CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
New this year—3 different tracks! With three tracks, you get three Conferences for the price of only one!
Do you create estate plans for a living? Do you administer your clients’ trusts and estates? Do you have a caseload of active fiduciary matters in Court? If you answered “YES!” to any or all of these questions, you simply cannot miss the 18th Annual New England Estate Planning Conference 2017 at MCLE.
This year, we’re offering you something completely new: MCLE is tripling the size of the event, hosting a summit of top estate planners, expert trust and estate administrators, rock-star fiduciary litigators and Probate and Family Court judges who are ready to train you. Tailor the Conference to your needs, and design your own curriculum! You can select from a choice of tracks to attend in the area most helpful to your practice or mix and match. Each of the sessions—covering estate planning, trust and estate administration and fiduciary litigation—dives deep into the key issues, new developments, court trends, and practice tips you need to know about for the coming year.
It’s a mega-Conference, packed with the content and training of three full Conferences in one—Estate Planning, Trust & Estate Administration, and Fiduciary Litigation. And what’s not to miss? You can “attend” any session you like after the Conference—online, on demand. Plus, each Conference comes with MCLE’s course-specific written materials, a compilation of written transcripts from five select estate planning programs offered during the past year, and our newly-updated Probate Sourcebook & Citator 2017—an authoritative compilation of primary sources related to the MUPC and MUTC and a key desk reference for all probate practitioners. This Estate Planning mega-Conference even helps your CLE training budget: you get three Conferences—for the price of only one!
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Agenda
Agenda & Materials
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Auditorium
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9:30 a.m. - 9:45 a.m.
Welcome and Introduction
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9:45 a.m. - 11:15 a.m.
2016 Developments in Estate Planning, Trust Administration & Fiduciary Litigation
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
Mark E. Swirbalus, Esq., , Boston
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11:15 a.m. - 11:30 a.m.
Networking and Refreshment Break
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ESTATE PLANNING TRACK
Auditorium -
11:30 a.m. - 12:45 p.m.
Dealing with the Section 2704 Proposed Regulations
on demand video Add to CartHugh H. Woodside, Empire Valuation Consultants LLC , Boston
Matthew R. Hillery, Esq., Goulston & Storrs, PC , Boston
Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
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12:45 p.m. - 1:45 p.m.
Lunch (on your own)
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1:45 p.m. - 3:00 p.m.
Morrissette and the Future of Inter-Generational Split Dollar Life Insurance Planning
on demand video Add to CartMelvin A. Warshaw, Esq., Financial Architects Partners , Boston
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3:00 p.m. - 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. - 4:30 p.m.
Estate Planning for Married Couples: Taking into Account Federal Portability, Estate Taxes & Income Taxes
on demand video Add to CartAnne Katsas, JD, Fiduciary Trust Company , Boston
Sara A. Wells, Esq., Morgan, Lewis & Bockius LLP , Boston
Andrew D. Rothstein, Esq., Goulston & Storrs, PC , Boston
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Also Available:
TRUST & ESTATE ADMINISTRATION TRACK
Lower Level Classroom -
11:30 a.m. - 12:45 p.m.
Trustee Discretion to Distribute: The Better Part of Valor
on demand video Add to CartSuma V. Nair, JD, Fiduciary Trust Company , Boston
Stacy K. Mullaney, Esq.,
Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
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12:45 p.m. - 1:45 p.m.
Lunch (on your own)
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1:45 p.m. - 3:00 p.m.
The Trustee's Challenge: Fluctuating Capacity, Elder Financial Abuse & the Trustee's Duty
on demand video Add to CartJennifer F. Galvagna, Esq., Bank of America, Private Bank , Boston
Steven M. Cohen, Esq., Rubin and Rudman LLP , Boston
George L. Cushing, Esq., McLane Middleton , Woburn
David S. Raymon, Esq., Day Pitney LLP , Boston
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3:00 p.m. - 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. - 4:30 p.m.
State Income Taxation of Trusts: A Consistent Inconsistency
on demand video Add to CartLeo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Jeremiah W. Doyle, IV, Esq., BNY Mellon , Boston
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Also Available:
FIDUCIARY LITIGATION TRACK
Upper Level Classroom -
11:30 a.m. - 12:45 p.m.
Thinking Strategically About Jurisdiction and Venue
on demand video Add to CartJoseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP , Boston
Joseph D. Kropp, Esq., Gilmore, Rees & Carlson, PC , Wellesley
Jennifer Locke, Esq., Goodwin Procter LLP , East Corinth
Kevin P. O'Flaherty, Esq., Goulston & Storrs, PC , Boston
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12:45 p.m. - 1:45 p.m.
Lunch (on your own)
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1:45 p.m. - 3:00 p.m.
Expert Witnesses in Fiduciary Litigation
on demand video Add to CartHoward J. Castleman, Esq., Holland & Knight LLP , Boston
Ralph F. Holmes, Esq., McLane Middleton , Manchester
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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3:00 p.m. - 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. - 4:30 p.m.
A View from the Bench on Efficacy in Court and at Mediation
on demand video Add to CartHon. Dorothy M. Gibson, Boston Area Mediation Services, Middlesex County Probate & Family Court , Brockton
Hon. Robert W. Langlois, Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
Hon. Gregory V. Roach, Probate and Family Court, Commonwealth of Massachusetts (Ret.) , Concord
Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts , Salem
Mark E. Swirbalus, Esq., , Boston
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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