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TURBOCHARGED Estate Planning Practice Upgrade 2019

Hone your skillset and improve your efficacy and profitability

  • Product Number: 2190109P01
  • CLE Credits, earn up to:
    6 substantive credits, 0.5 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Join leading practitioners and judges to analyze these advanced next-level issues!

  • Agenda

    Agenda & Materials

    • 9:30 - 10:30 am

      Guardianship and Conservatorships Update

      Get briefed on what you need to know and prepare for prior to filing for a Guardianship/Conservatorship. Learn when is the right time to file—and when to involve Elder Services and/or identify when family members present a conflict.
      Leo M. Spano, Esq., Gay & Gay, PC , Taunton
    • 10:30 - 10:40 am

      Networking and Refreshment Break

    • 10:40 - 11:40 am

      Crafting Estate Plans for Non-Taxable Estates

      With sample planning documents, checklists, and practical solutions to common client problems, you can identify the best approaches for the very many clients whose estates fall below the current federal estate tax threshold. Learn how to comprehensively assess your clients’ needs, factoring in income tax, state estate tax, retirement assets, life insurance, and other essential considerations.
      Matthew P. Albanese, Esq., Albanese Law LLC , Milton
    • 11:40 - 12:40 pm

      Asset Protection Strategies for Older Clients

      Advance planning is critical for clients interested in protecting assets from potentially catastrophic long-term care costs. Hear the latest techniques to protect assets while preserving a client’s future eligibility for MassHealth benefits—from Wills with Testamentary Trusts, to Supplemental Needs Trusts and Irrevocable Trusts with sample language. And of tantamount importance, hear about the latest judicial and administrative responses to these strategies.
      Eric R. Oalican, Esq., Oalican Law Group LLC , Raynham
      Deborah K. Blum-Shore, Esq., The Shore Law Firm , Attleboro
    • 12:40 - 1:40 pm

      Lunch (on your own)

    • 1:40 - 2:40 pm

      Reformation, Modification and Decanting of Trusts

      Learn how to analyze existing trust documents under recently developed case law, and effectuate any necessary changes. And hear tips on provisions to consider including in newly created trusts. Get sample forms—and leave with the essential strategies and techniques to repair and update your clients’ trust documents.
    • 2:40 - 3:05 pm

      Practical Technology and Digital Marketing Tools for Your Estate Planning Practice

      Law practice technology and digital marketing techniques have changed rapidly and it can be difficult to keep up. Yet, choosing and implementing the right technology and digital marketing tools are essential to your firm’s productivity and profitability. Learn about the latest productivity products and digital marketing tools, and how those products can fit into and benefit your firm’s workflows.
      Daniel M. Surprenant, Esq., Surprenant & Beneski, PC , New Bedford
      Heidi S. Alexander, Esq., Massachusetts Law Office Management Assistance Program (LOMAP) , Boston
    • 3:15 - 3:45 pm

      Ethical Issues in Estate Planning—Identification, Prevention and Cure

      Dorothy S. Anderson, Esq., Office of Bar Counsel, Commonwealth of Massachusetts , Boston
    • 3:45 - 4:30 pm

      MUTC/MUPC Best Practices from the Judicial Perspective

      Best practices for probate and trust administration in 2019.
      Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services , Mattapoisett
      Hon. Peter Smola, Bristol Probate and Family Court, Commonwealth of Massachusetts , Fall River

    Special Program Materials:

    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.

  • Faculty

    Chair

    Eric R. Oalican, Esq., Oalican Law Group LLC, Raynham

    Faculty

    Matthew P. Albanese, Esq., Albanese Law LLC, Milton
    Heidi S. Alexander, Esq., Massachusetts Law Office Management Assistance Program (LOMAP), Boston
    Dorothy S. Anderson, Esq., Office of Bar Counsel, Commonwealth of Massachusetts, Boston
    Deborah K. Blum-Shore, Esq., The Shore Law Firm, Attleboro
    Hon. Anthony R. Nesi, Bristol Probate and Family Court, (Ret.), Hanna & Nesi Professional Services, Mattapoisett
    Hon. Peter Smola, Bristol Probate and Family Court, Commonwealth of Massachusetts, Fall River
    Leo M. Spano, Esq., Gay & Gay, PC, Taunton
    Daniel M. Surprenant, Esq., Surprenant & Beneski, PC, New Bedford
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