Estate Planning Symposium 2018
Case updates, essential takeaways and practical tips
- Product Number: 2180189RB1
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CLE Credits, earn up to:
6 substantive credits, 0.5 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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9:00 am - 10:30 am
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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10:30 am - 10:40 am
Networking and Refreshment Break
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10:40 am - 11:40 am
Trust Administration: Best Practices, Practical Tips, 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 am - 12:45 pm
Estate Administration Tips Using Hypotheticals
on demand video Add to CartLynda B. Furash, Esq., Furash Law LLC , Quincy
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12:45 pm - 1:30 pm
Lunch (on your own)
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1:30 pm - 2:10 pm
Digital Assets and Estate Planning
on demand video Add to CartDigital 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. -
2:10 pm - 3:00 pm
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3:00 pm - 3:10 pm
Networking and Refreshment Break
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3:10 pm - 4:00 pm
MUPC Update
on demand video Add to CartA 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.
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