Estate Planning Symposium 2017
Case updates, practical tips and essential takeaways
- Product Number: 2170454P01
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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
Estate planners need a fast-paced, highly-focused way to get up to speed on estate planning law and its practical applications. This all-day Symposium offers an in-depth analysis of recent developments in trusts and estates with an emphasis on key skills and real-world hypotheticals. Topics include recent developments in case law and legislation, including the MUPC; hot topics in Medicaid law; efficiently administering an estate; digital assets; and, tips and tricks for drafting and “fixing” trusts. A team of expert practitioners hone in on the statutes, rulings, and case law in probate, wills and trusts that matter most to your clients, so you leave armed with the tools you need to elevate your estate planning practice to the next level.
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Agenda
Agenda & Materials
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9:30 a.m. - 9:35 a.m.
Welcome and Introduction
Katherine L.S. Von Kohorn, Esq., Casner & Edwards LLP , Boston
Kathleen M. Sablone, Esq., Boston Financial Management , Boston
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9:35 a.m. - 10:30 a.m.
Estate Planning Case Law and Legislation Update
on demand video Add to CartRichard P. Breed, IV, Esq., Tarlow, Breed, Hart & Rodgers, PC , Boston
Joblin C. Younger, Esq., Law Office of Joblin C. Younger, PC , Beverly
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10:40 a.m. - 11:40 a.m.
Trust Administration: Best Practices, Practical Tips, and Avoiding Mistakes
on demand video Add to CartJoshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
Kathleen M. Sablone, Esq., Boston Financial Management , Boston
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11:40 a.m. - 12:45 p.m.
Estate Administration: Walking Through an Estate Administration from Intake to Closing
on demand video Add to CartLynda B. Furash, Esq., Furash Law LLC , Quincy
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12:45 p.m. - 1:30 p.m.
Lunch (on your own)
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1:30 p.m. - 2:10 p.m.
Digital Assets and Estate Planning
on demand video Add to Cart -
2:10 p.m. - 3:00 p.m.
Medicaid Update
on demand video Add to CartRobert P. Ford, Esq., Law Office of Robert P. Ford , North Andover
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3:00 p.m. - 3:10 p.m.
Networking and Refreshment Break
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3:10 p.m. - 4:00 p.m.
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4:00 p.m. - 4:30 p.m.
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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- Faculty