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On Demand Webcast

Estate Planning: MCLE BasicsPlus!®

Learn the law and acquire the skills to be successful

2190026WBA
9/7/2018
12 Hours
© 2018 MCLE, Inc.
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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.

9:30 - 9:35 am
Welcome and Introduction
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport, Co-Chair
9:35 - 10:05 am
The Estate Planning Process
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport, Co-Chair
10:05 - 11:00 am
Introduction to Transfer Taxes
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)
Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport, Co-Chair
11:20 - 12:20 pm
Introduction to Intestacy and Basic Estate Planning Documents
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)
1:45 - 3:15 pm
Martial Deduction Planning
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
Jennifer D. Taddeo, Esq., Conn Kavanaugh Rosenthal Peisch & Ford, 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
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
Heather B. Cheney, Esq., BNY Mellon Wealth Management, Boston
2:00 - 3:00 pm
Planning Under the MUPC/MUTC
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
Molly R. Soiffer, Esq., Bove & Langa, PC, Boston
4:00 - 4:30 pm
"Ask the Experts" Q&A Session
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.

Table of Contents

Cochair

Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
Jennifer D. Taddeo, Esq., Conn Kavanaugh Rosenthal Peisch & Ford, Boston

Faculty

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

Speaker(s)

Pricing

Nonmembers   Sponsor Members New Lawyers
On Demand Webcast $135.00 $121.50 $101.25

Available FREE with an MCLE OnlinePass® subscription.

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