MCLE is Closed Monday January 21, 2019 in Honor of Martin Luther King Jr.
On Demand Webcast

Estate Planning Symposium 2018

Thursday, 2/14/2019, 9:00 am–4:00 pm
Recorded Webcast,, Recorded Webcast
6 substantive credits, 0 ethics credits
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Product Description

9:00 am - 10:30 am
Estate Planning Case Law and Legislation Update
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
Joshua S. Miller, Esq., CFP®, TEP, CIBC Atlantic Trust 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
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
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
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
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 electonically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Table of Contents



  • $220.50 - MCLE Sponsor Member
  • $183.75 - New Lawyer
  • $183.75 - Pending Admittee
  • $183.75 - Law Student
  • $183.75 - Paralegal
  • $245.00 - All Others

Can't attend?

Nonmembers   Sponsor Members New Lawyers
Printed Program Materials: Estate Planning Symposium 2018 $105.00 $94.50 $78.75
MP3 Download: Estate Planning Symposium 2018 $135.00 $121.50 $101.25
Audio CD: Estate Planning Symposium 2018 $135.00 $121.50 $101.25
On Demand Webcast: Estate Planning Symposium 2018 $135.00 $121.50 $101.25
Recorded Webcast: Estate Planning Symposium 2018 $245.00 $245.00 $245.00
In-Person Program: Estate Planning Symposium 2018 $245.00 $245.00 $245.00
Live Webcast: Estate Planning Symposium 2018 $245.00 $245.00 $245.00
Recorded Webcast: Estate Planning Symposium 2018 $245.00 $245.00 $245.00

Available FREE with an MCLE OnlinePass® subscription.