Product Description

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

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.

  David J. Correira, Esq., Correira & Correira LLP , Swansea
  
• 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 Supreme Judicial Court Standing Committee on Lawyer Well-Being , Newton
  
• 3:15 - 3:45 pm

  Ethical Issues in Estate Planning—Identification, Prevention and Cure

  Dorothy Anderson, Esq., Office of Bar Counsel, Massachusetts Board of Bar Overseers , 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,
  

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.

Chair

Faculty