Product Description

MCLE is pleased to welcome a distinguished panel of estate planning specialists from Massachusetts, other New England states, and Florida in one program concentrating on the laws in those jurisdictions. This seminar addresses the estate tax regimens and important laws of each New England state and laws in Florida that bear on your seasonal residents of Florida as well as those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner here in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either spend winter there or who may be considering a change of domicile to the sunshine state. 

Each panelist focuses on the laws of his/her jurisdiction of expertise covering estate tax provisions with emphasis on those with specific impact on non-domiciliaries owning real property in the subject state, real estate provisions, estate related uniform laws adopted in the jurisdiction, and other aspects of the law of each state that bear on clients that are connected with these states. Learn to prepare estate plan documents for review and approval by local counsel in the subject jurisdiction, and have your initial drafts of estate plan documents close to mark in terms of their efficacy under local law.

Agenda & Materials

• 2:00pm - 2:05pm

  Welcome and Introduction

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 2:00pm - 2:05pm

  Welcome and Introduction

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 2:05pm - 2:15pm

  Working with Client and Setting Expectations

  Gina J. Calabro, Esq., The Law Office of Gina J. Calabro, LLC , Wellesley
  
• 2:15pm - 2:35pm

  Considerations for Negotiations

  Robert B. Setterbo, II, Esq., Wilkinson & Finkbeiner, LLP , New Bedford
  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 2:35pm - 2:40pm

  Child Support and Payment Child Expenses

  Gina J. Calabro, Esq., The Law Office of Gina J. Calabro, LLC , Wellesley
  
• 2:40pm - 2:55pm

  Alimony

  Robert B. Setterbo, II, Esq., Wilkinson & Finkbeiner, LLP , New Bedford
  
• 2:55pm - 3:05pm

  College Educational Expenses

  Gina J. Calabro, Esq., The Law Office of Gina J. Calabro, LLC , Wellesley
  
• 3:05pm - 3:10pm

  Health Insurance

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 3:10pm - 3:20pm

  Break
• 3:20pm - 3:40pm

  Asset Division

  Panel
  
• 3:40pm - 3:45pm

  Taxes/Dependency Exemptions/Child Tax Credit

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 3:45pm - 3:50pm

  Life Insurance

  Gina J. Calabro, Esq., The Law Office of Gina J. Calabro, LLC , Wellesley
  
• 3:50pm - 4:00pm

  The “Grey” Divorce

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  
• 4:00pm - 4:15pm

  Drafting: Timeframes and Setting up the Agreement

  Gina J. Calabro, Esq., The Law Office of Gina J. Calabro, LLC , Wellesley
  
• 4:15pm - 4:35pm

  Specific Provisions Regarding Parenting

  Jennifer C. Roman, Esq., Tracey, Roman & Ramos, PC , Wellesley Hills
  Robert B. Setterbo, II, Esq., Wilkinson & Finkbeiner, LLP , New Bedford
  
• 4:35pm - 4:55pm

  How Careful Drafting May Help

  Hon. Melanie J. Gargas, Probate and Family Court, Commonwealth of Massachusetts , Woburn
  
• 4:55pm - 5:00pm

  Practice Tips

  Panel
  

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.

Chair

Faculty