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 & Materials

• 9:00 am - 10:30 am

  Estate Planning Case Law and Legislation Update

  on demand video 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

  on demand video Add to Cart

  Joshua S. Miller, Esq., Minot's Light Management Inc. , Needham Heights
  Kathleen M. Sablone, Esq., Boston Financial Management , Boston
  
• 11:40 am - 12:45 pm

  Estate Administration Tips Using Hypotheticals

  on demand video Add to Cart

  Lynda B. Furash, Esq., Furash Law LLC , Quincy
  
• 12:45 pm - 1:30 pm

  Lunch (on your own)
• 1:30 pm - 2:10 pm

  Digital Assets and Estate Planning

  on demand video 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
  
• 2:10 pm - 3:00 pm

  Fiduciary Litigation

  on demand video Add to Cart

  Tarae L. Howell, Esq., Bank of America , Boston
  
• 3:00 pm - 3:10 pm

  Networking and Refreshment Break
• 3:10 pm - 4:00 pm

  MUPC Update

  on demand video 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 Probate and Family Court, Commonwealth of Massachusetts , Canton
  

Special Program Materials:

• Massachusetts Probate Law Sourcebook & Citator

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.

Cochairs

Faculty