Estate Planning: MCLE BasicsPlus!®
Learn the law and acquire the skills to be successful
- Product Number: 2190026P01
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CLE Credits, earn up to:
12 substantive credits, 0.5 ethics credits CLE Credit Note -
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Product Description
Product Description
Estate Planning: MCLE BasicsPlus!® gives practitioners a solid foundation in the skillset and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law and skills involved in planning an estate of less than $2,000,000, although it also introduces concerns that arise in larger estates. You learn to draft estate planning instruments while considering the impact of both Massachusetts and federal estate taxes and the ever-changing Massachusetts Uniform Probate Code. You get an in-depth look at how to prepare wills, trusts, health care proxies, and powers of attorney, as well as advice on everything from handling the first client meeting to post-mortem planning. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.
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Agenda
Agenda & Materials
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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9:35 - 10:05 am
The Estate Planning Process
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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10:05 - 11:00 am
Introduction to Transfer Taxes
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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11:00 - 11:15 am
Networking and Refreshment Break
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11:15 - 11:20 am
Introduction to Transfer Tax (continued)
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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11:20 - 12:20 pm
Introduction to Intestacy and Basic Estate Planning Documents
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
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12:20 - 1:20 pm
Lunch (on your own)
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1:20 - 1:45 pm
Introduction to Intestacy and Basic Estate Planning Documents (continued)
on demand video Add to Cart -
1:45 - 3:15 pm
Martial Deduction Planning
on demand video Add to Cart -
3:15 - 3:30 pm
Networking and Refreshment Break
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3:30 - 4:30 pm
Planning With Life Insurance
on demand video Add to CartJennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
Christopher A. Hynes, Esq., CFP®, Tax Law Solutions, LLC , San Juan
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Day Two -
9:30 - 12:00 pm
Medicaid Planning, Elder Law Issue Spotting, Ask a Care Manager
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Kate Granigan, MSW, LICSW, C-ASWCM, LifeCare Advocates LLC , Newton Center
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12:00 - 1:00 pm
Lunch (on your own)
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1:00 - 2:00 pm
Planning for Retirement Benefits
on demand video Add to Cart -
2:00 - 3:00 pm
Planning Under the MUPC/MUTC
on demand video Add to Cart -
3:00 - 3:15 pm
Networking and Refreshment Break
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3:15 - 4:00 pm
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4:00 - 4:30 pm
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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