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19th Annual New England Estate Planning (and More) Conference 2018--Trust & Estate Administration Track

Three Conferences for the price of one!

  • Product Number: 2180105P01
  • CLE Credits, earn up to:
    7 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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!

  • Agenda

    Agenda & Materials

    • 8:30 a.m. – 9:30 a.m.

      Registration and Check-in

    • 9:30 a.m. – 9:45 a.m.

      Welcome and Introduction

    • 9:45 a.m. – 11:15 a.m.

      Plenary: Recent Developments in Estate Planning, Trust and Estate Administration and Fiduciary Litigation

      Leo J. Cushing, Esq., CPA, LLM, Cushing & Dolan, PC, Waltham
    • 11:15 a.m. – 11:30 a.m.

      Networking and Refreshment Break

    • Trust & Estate Administration Track

    • 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)

      Sara 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)

    • 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)

      Eric 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

    • 3:15 p.m. – 4:30 p.m.

      Changing Trust Situs—When Does it Make Sense?

      Eric 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:

    • 11:30 a.m. – 12:45 p.m.

      Drafting Trusts to Permit Decanting (Joint Session with Trust and Estate Administration)

      Sara 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)

    • 1:45 p.m. – 3:00 p.m.

      How to Think About Digital Assets in Drafting an Estate Plan

      Marc J. Bloostein, Esq., Ropes & Gray LLP, Boston, Cochair
      Colin M. Korzec, Esq., U.S. Trust, Boston
      Elizabeth H. Sillin, Esq., Bulkley, Richardson and Gelinas LLP, Springfield
      Kerry L. Spindler, Esq., Goulston & Storrs, PC, Boston
    • 3:00 p.m. – 3:15 p.m.

      Networking and Refreshment Break

    • 3:15 p.m. – 4:30 p.m.

      Frontiers in Charitable Planning—Thinking Beyond the Private Foundation and Donor Advised Fund

      Marc J. Bloostein, Esq., Ropes & Gray LLP, Boston, Cochair
      Martin M. Hall, Esq., Ropes & Gray LLP, Boston
    • Also Available:

    • 11:30 a.m. – 12:45 p.m.

      Fiduciary Risks in Exercising or Not Exercising the Power to Decant Trust Assets

      George 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)

    • 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)

      Mark 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

    • 3:15 p.m. – 4:30 p.m.

      Perspectives on the New Probate Court Fiduciary Litigation Session (FLS)

      Jennifer 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

    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.

  • Faculty

    Cochairs

    Marc J. Bloostein, Esq., Ropes & Gray LLP, Private Client Group, Boston

    Faculty

    Alison I. Glover, Esq., Mintz Levin Cohn Ferris Glovsky and Popeo, PC, Boston
    Martin Hall, Esq., Ropes & Gray LLP, Private Client Group, Boston
    Jillian B. Hirsch, Esq., Hirsch Law LLC, Newton
    Todd D. Mayo, Esq., Perspecta Trust, Hampton
    Patrick W. McDermott, Esq., Probate and Family Court, Commonwealth of Massachusetts, Boston
    Susan A. Robb, Esq., Braintree
    Kerry L. Spindler, Esq., Goulston & Storrs, PC, Boston
    Sara A. Wells, Esq., Morgan, Lewis & Bockius LLP, Boston
    Allison Whitmore, Esq., Morgan Lewis & Bockius LLP, New York
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