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Estate Planning: MCLE BasicsPlus!®

Learn the law and acquire the skills to be successful

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  • Product Number: 2190026WAU
  • Publication Date: 9/7/2018
  • Length: 12 Hours CLE Credit Note
  • Copyright: © 2018 MCLE, Inc.
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See Agenda below to purchase individual video segments from this program. Price per video: $50.00; Sponsor Members $45.00; New Lawyers $37.50
  • Product Description
  • Agenda & Materials
  • Faculty
  • 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.

  • Agenda

    Agenda & Materials

    • 9:30 - 9:35 am

      Welcome and Introduction

      eLecture Add to Cart
      Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport, Co-Chair
    • 9:35 - 10:05 am

      The Estate Planning Process

      eLecture Add to Cart
      Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport, Co-Chair
    • 10:05 - 11:00 am

      Introduction to Transfer Taxes

      eLecture Add to Cart
      Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport, Co-Chair
    • 11:00 - 11:15 am

      Networking and Refreshment Break

    • 11:15 - 11:20 am

      Introduction to Transfer Tax (continued)

      eLecture Add to Cart
      Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport, Co-Chair
    • 11:20 - 12:20 pm

      Introduction to Intestacy and Basic Estate Planning Documents

      eLecture Add to Cart
      Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport, Co-Chair
    • 12:20 - 1:20 pm

      Lunch (on your own)

    • 1:20 - 1:45 pm

      Introduction to Intestacy and Basic Estate Planning Documents (continued)

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    • 1:45 - 3:15 pm

      Martial Deduction Planning

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      Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP , Millis
    • 3:15 - 3:30 pm

      Networking and Refreshment Break

    • 3:30 - 4:30 pm

      Planning With Life Insurance

      eLecture Add to Cart
      Jennifer D. Taddeo, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP , Boston, Co-Chair
      Christopher A. Hynes, Esq., CFP®, Tax Law Solutions, LLC , San Juan




    • Day Two

    • 9:30 - 12:00 pm

      Medicaid Planning, Elder Law Issue Spotting, Ask a Care Manager

      eLecture Add to Cart
      Jessica A. Demmerly, Esq., Pabian & Russell LLC , Boston
      Kate Granigan, MSW, LICSW, C-ASWCM, LifeCare Advocates , Newton Center
    • 12:00 - 1:00 pm

      Lunch (on your own)

    • 1:00 - 2:00 pm

      Planning for Retirement Benefits

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      Heather B. Cheney, Esq., BNY Mellon Wealth Management , Boston
    • 2:00 - 3:00 pm

      Planning Under the MUPC/MUTC

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      Karen L. Witherell, Esq., Bove & Langa, PC , Boston
    • 3:00 - 3:15 pm

      Networking and Refreshment Break

    • 3:15 - 4:00 pm

      Post Mortem Planning

      eLecture Add to Cart
      Molly R. Soiffer, Esq., Bove & Langa, PC , Boston
    • 4:00 - 4:30 pm

      "Ask the Experts" Q&A Session

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      Panel

    Please Note

    MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

  • Faculty

    Cochair

    Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport

    Faculty

    Jennifer Z. Flanagan, Esq., Vacovec, Mayotte & Singer LLP, Newton
    Kate Granigan, MSW, LICSW, C-ASWCM, LifeCare Advocates, Newton Center
    Christopher A. Hynes, Esq., CFP®, Tax Law Solutions, LLC, San Juan
    Lisa M. Rico, Esq., Rico, Murphy, Diamond LLP, Millis
    Molly R. Soiffer, Esq., Bove & Langa, PC, Boston
    Karen L. Witherell, Esq., Bove & Langa, PC, Boston