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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Join leading practitioners and judges to analyze these advanced next-level issues!
Agenda & Materials
9:30 - 10:30 am
Guardianship and Conservatorships UpdateGet 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 EstatesWith 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 ClientsAdvance 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 TrustsLearn 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 PracticeLaw 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.
3:15 - 3:45 pm
Ethical Issues in Estate Planning—Identification, Prevention and CureDorothy S. Anderson, Esq., Office of Bar Counsel, Commonwealth of Massachusetts , Boston
3:45 - 4:30 pm
MUTC/MUPC Best Practices from the Judicial PerspectiveBest 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:
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.