19th Annual New England Estate Planning (and More) Conference 2018--Estate Planning Track
Three Conferences for the price of one!
- Product Number: 2180104WBC
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CLE Credits, earn up to:
7 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
Join Probate and Family Court judges, fellow estate planning practitioners, fiduciary litigators, and expert trust and estate administers at this year’s 19th Annual New England Estate Planning Conference 2018. Back by popular demand, MCLE is offering three separate tracks allowing you to shape the agenda to match your practice needs— Estate Planning, Trust and Estate Administration, and Fiduciary Litigation. Each track dives deep into the key issues, new developments, court trends, and practice tips you need to know about for the coming year.
Sign up for your live program track of choice. Then, after the Conference, “attend” any session from any track at your convenience—online, on demand. All three tracks will be available via on demand webcast two weeks after the live presentation. Plus, each track comes with MCLE’s course-specific written materials and our Probate Sourcebook and Citator—an authoritative compilation of primary sources related to the MUPC and MUTC and a key desk reference for all probate practitioners.
MCLE’s Estate Planning mega-Conference is three conferences—for the price of only one!
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Agenda
Agenda & Materials
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9:30 a.m. - 9:35 a.m.
Welcome and Introduction
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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9:35 a.m. - 9:45 a.m.
Scholar Mentor Award: Leo J. Cushing, Esq., CPA, LLM
on demand video Add to CartLeo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
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9:45 a.m. – 11:15 a.m.
Plenary: Recent Developments in Estate Planning, Trust and Estate Administration and Fiduciary Litigation
on demand video Add to CartLeo J. Cushing, Esq., CPA, LLM, Cushing & Dolan, PC, WalthamMarc 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
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11:30 a.m. – 12:45 p.m.
Drafting Trusts to Permit Decanting (Joint Session with Trust and Estate Administration)
on demand video Add to CartSara A. Wells, Esq., Morgan, Lewis & Bockius LLP, Boston
Amy R. Lonergan, Esq., Day Pitney LLP, Boston
Alison I. Glover, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston
Allison M. Whitmore, Esq., Morgan, Lewis & Bockius LLP, Boston -
12:45 p.m. – 1:45 p.m.
Lunch (on your own)
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1:45 p.m. – 3:00 p.m.
How to Think About Digital Assets in Drafting an Estate Plan
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Colin M. Korzec, Esq., Bank of America, Private Bank , Boston
Elizabeth H. Sillin, Esq., , Springfield
Kerry L. Spindler, Esq., Goulston & Storrs, PC , 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.
Frontiers in Charitable Planning—Thinking Beyond the Private Foundation and Donor Advised Fund
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Martin Hall, Esq., Hall & Diana LLC , Boston
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Also Available:
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11:30 a.m. – 12:45 p.m.
How a Trustee Should Think about the Possibility of Decanting—Common Law Decanting, Statutory Decanting, and Other Methods of Modifying a Trust (Joint Session with Estate Planning)
on demand video Add to CartSara A. Wells, Esq., Morgan, Lewis & Bockius LLP, Boston
Amy R. Lonergan, Esq., Day Pitney LLP, Boston
Alison I. Glover, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston
Allison M. Whitmore, Esq., Morgan, Lewis & Bockius LLP, Boston -
12:45 p.m. – 1:45 p.m.
Lunch (on your own)
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1:45 p.m. – 3:00 p.m.
Accountings, Releases and Indemnification Agreements—A View from the Trust and Estate Administration Perspective (Joint Session with Fiduciary Litigation)
on demand video Add to CartEric P. Hayes, Esq., Goodwin Procter LLP, Boston, Cochair
Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP, Boston
Stacy K. Mullaney, Esq., Fiduciary Trust Company, Boston -
3:00 p.m. – 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. – 4:30 p.m.
Changing Trust Situs—When Does it Make Sense?
on demand video Add to CartEric P. Hayes, Esq., Goodwin Procter LLP, Boston, Cochair
Renat V. Lumpau, Esq., Choate Hall & Stewart LLP, Boston
Todd D. Mayo, Esq., Perspecta Trust, Hampton, NH
Susan A. Robb, Esq., First Republic Trust, Boston -
Also Available:
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11:30 a.m. – 12:45 p.m.
Fiduciary Risks in Exercising or Not Exercising the Power to Decant Trust Assets
on demand video Add to CartGeorge L. Cushing, Esq., McLane Middleton, Woburn
Ralph F. Holmes, Esq., McLane Middleton, Manchester, NH
Joseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP, Boston -
12:45 p.m. – 1:45 p.m.
Lunch (on your own)
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1:45 p.m. – 3:00 p.m.
Accountings, Releases and Indemnification Agreements— A View from the Fiduciary Litigation Perspective (Joint Session with Trust and Estate Administration)
on demand video Add to CartMark E. Swirbalus, Esq., Goulston & Storrs, PC, Boston, Cochair
Marshall D. Senterfitt, Esq., Goulston & Storrs, PC, Boston
Jillian B. Hirsch, Esq., Day Pitney LLP, Boston -
3:00 p.m. – 3:15 p.m.
Networking and Refreshment Break
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3:15 p.m. – 4:30 p.m.
Perspectives on the New Probate Court Fiduciary Litigation Session (FLS)
on demand video Add to CartJennifer A. Maggiacomo, Esq., Assistant Judicial Case Manager, Norfolk Probate & Family Court
Patrick W. McDermott, Esq., Register, Norfolk Probate & Family Court
Evelyn J. Patsos, Esq., Probate and Family Court Administrative Office, Boston
Special Program Materials:
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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