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Estate Planning Symposium 2018

Case updates, essential takeaways and practical tips

  • Product Number: 2180189RB1
  • CLE Credits, earn up to:
    6 substantive credits, 0 ethics credits CLE Credit Note
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Made to order; please allow up to 2 weeks for delivery. No supporting materials included. $135.00; Sponsor Members $121.50; New Lawyers $101.25
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Related eLectures
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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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.

  • Agenda

    Agenda & Materials

    • 9:00 am - 10:30 am

      Estate Planning Case Law and Legislation Update

      eLecture Add to Cart
      Richard P. Breed, IV, Esq., Tarlow, Breed, Hart & Rodgers, PC , Boston
      Joblin C. Younger, Esq., Law Office of Joblin C. Younger, PC , Beverly
    • 10:30 am - 10:40 am

      Networking and Refreshment Break

    • 10:40 am - 11:40 am

      Trust Administration: Best Practices, Practical Tips, Avoiding Mistakes

      eLecture Add to Cart
      Joshua S. Miller, Esq., CFP®, TEP, CIBC Private Wealth Management , Boston
      Kathleen M. Sablone, Esq., Boston Financial Management , Boston, Co-Chair
    • 11:40 am - 12:45 pm

      Estate Administration Tips Using Hypotheticals

      eLecture Add to Cart
      Lynda B. Furash, Esq., Furash Law LLC , Needham Heights
    • 12:45 pm - 1:30 pm

      Lunch (on your own)

    • 1:30 pm - 2:10 pm

      Digital Assets and Estate Planning

      eLecture Add to Cart
      Digital assets, with their identification and access issues, have always been a particular challenge. Learn best practices in cybersecurity for estate planners and their clients, as well as what potential new legislation on digital access for fiduciaries means for your practice.
      Katherine L.S. Von Kohorn, Esq., Casner & Edwards LLP , Boston, Co-Chair
    • 2:10 pm - 3:00 pm

      Fiduciary Litigation

      eLecture Add to Cart
      Tarae L. Howell, Esq., Nixon Peabody LLP , Boston
    • 3:00 pm - 3:10 pm

      Networking and Refreshment Break

    • 3:10 pm - 4:00 pm

      MUPC Update

      eLecture Add to Cart
      A discussion on recent trends under the MUPC, including the authority and appointment of Personal Representatives under Late and Limited Petitions, clearing title to probate real estate through the petition for complete settlement, utilizing special conservators for inherited assets and limited transactions, and waiving or appointing guardians ad litem. The nuts and bolts of the new Fiduciary Litigation Session for complex probate litigation will also be addressed.
      Jennifer A. Maggiacomo, Esq., Norfolk County Probate and Family Court, Commonwealth of Massachusetts

    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

    Cochair

    Kathleen M. Sablone, Esq., Boston Financial Management, Boston

    Faculty

    Lynda B. Furash, Esq., Furash Law LLC, Needham Heights
    Tarae L. Howell, Esq., Nixon Peabody LLP, Boston
    Mason A. Kortz, Harvard Law School Cyberlaw Clinic, Cambridge
    Joshua S. Miller, Esq., CFP®, TEP, CIBC Private Wealth Management, Boston
    Joblin C. Younger, Esq., Law Office of Joblin C. Younger, PC, Beverly