Product Description

Join estate planning practitioners, fiduciary litigators, and trust lawyers at this year’s 20th Annual New England Estate Planning Conference 2019. The Conference looks at the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year.

Agenda & Materials

• 9:30 - 9:40 am

  MCLE Scholar Mentor Award Presentation

  eLecture Add to Cart

  Thomas P. Jalkut of Nutter McClennen & Fish LLP in Boston is being honored as a 2018-2019 MCLE Scholar Mentor to thank him for "raising the bar" through his career-long contributions to continuing legal education and his exceptional service to the legal profession by volunteering his time and expertise to MCLE programs and publications.
• 9:40 - 9:45 am

  Welcome and Introduction

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• 9:45 - 10:35 am

  Plenary: Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation

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  Marc J. Bloostein, Esq., Ropes & Gray LLP, Private Client Group , Boston
  Stacy K. Mullaney, Esq., Fiduciary Trust Company , Boston
  Mark E. Swirbalus, Esq., Goulston & Storrs, PC , Boston
  Thomas P. Jalkut, Esq., Nutter McClennen & Fish LLP , Boston
  
• 10:35- 10:45 am

  Networking and Refreshment Break
• 10:45 - 12:15 pm

  State Income Taxation of Trusts

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  Stacy K. Mullaney, Esq., Fiduciary Trust Company , Boston
  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  Julia Satti Cosentino, Esq., Nutter McClennen & Fish LLP , Boston
  
• 12:15 - 1:15 pm

  Lunch (on your own)
• 1:15 - 2:45 pm

  Trusts Modification

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  Marc J. Bloostein, Esq., Ropes & Gray LLP, Private Client Group , Boston
  Patricia M. Annino, Esq., Rimon, PC , Boston
  Jessica L. Lambert, Esq., Choate Hall & Stewart LLP , Boston
  Suma V. Nair, Esq., Goulston & Storrs, PC , Boston
  
• 2:45 - 3:00 pm

  Networking and Refreshment Break
• 3:00 - 4:30 pm

  Mediation

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  Mark E. Swirbalus, Esq., Goulston & Storrs, PC , Boston
  Joseph L. Bierwirth, Jr., Esq., Hemenway & Barnes LLP , Boston
  Jennifer Locke, Esq., Goodwin Procter LLP , Boston
  Robert J. Morrill, Esq., Gilmore, Rees & Carlson, PC , Wellesley Hills
  Marshall D. Senterfitt, Esq., Goulston & Storrs, PC , Boston
  

Special Program Materials:

• Massachusetts Probate Law Sourcebook & Citator 2019
• Estate Planning: Best of the Best 2018

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.

Cochairs

Featured Speaker(s)

Faculty