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What Every Estate Planner Needs to Know About the Laws of Other New England States & Florida

Practical advice from practitioners in and outside the Commonwealth

  • Product Number: 2190143WBC
  • CLE Credits, earn up to:
    3 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    MCLE is pleased to welcome a distinguished panel of estate planning specialists from the other New England states, and Florida in one program concentrating on the laws in those jurisdictions. This seminar addresses the estate tax regimens and important laws of each of those New England states and laws in Florida that bear on your seasonal residents of Florida as well as those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner here in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either spend the winter there or who may be considering a change of domicile to the sunshine state.

    Each panelist focuses on the laws of his/her jurisdiction of expertise covering estate tax provisions with emphasis on those with specific impact on non-domiciliaries owning real property in the subject state, real estate provisions, estate related uniform laws adopted in the jurisdiction, and other aspects of the law of each state that bear on clients that are connected with these states. Learn to prepare estate plan documents for review and approval by local counsel in the subject jurisdiction and have your initial drafts of estate plan documents close to mark in terms of their efficacy under local law.

  • Agenda

    Agenda & Materials

    • 9:30 - 9:35 am

      Welcome and Introduction

      Jon E. Steffensen, Esq., McLane Middleton , Boston, Chair
    • 9:35 - 10:00 am

      Connecticut

      Leigh A. Newman, Esq., Day Pitney LLP , West Hartford
    • 10:00 - 10:25 am

      Maine

      Kurt E. Klebe, Esq., Verrill Dana LLP , Portland
    • 10:25 - 10:50 am

      New Hampshire

      Christopher R. Paul, Esq., McLane Middleton , Manchester
    • 10:50 - 11:00 am

      Networking and Refreshment Break

    • 11:00 - 11:25 am

      Rhode Island

      David T. Riedel, Esq., Adler, Pollock & Sheehan, PC , Providence
    • 11:25 - 11:50 am

      Vermont

      Adrian A. Otterman, Esq., Otterman & Allen, PC , Barre
    • 11:50 - 12:15 am

      Florida

      Nichole D. Scott, Esq., Holland & Knight LLP , Miami
    • 12:15 - 12:30 pm

      "Ask the Experts" Q&A Session and Key Takeaways

      Panel

    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

    Jon E. Steffensen, Esq., McLane Middleton, Boston

    Faculty

    Kurt E. Klebe, Esq., Verrill Dana LLP, Portland
    Leigh A. Newman, Esq., Day Pitney LLP, West Hartford
    Adrian A. Otterman, Esq., Otterman & Allen, PC, Barre
    Nichole D. Scott, Esq., Holland & Knight LLP, Miami
  • Pricing

    Fees

    • $220.50 - MCLE Sponsor Member
    • $183.75 - New Lawyer
    • $183.75 - Pending Admittee
    • $183.75 - Law Student
    • $183.75 - Paralegal
    • $245.00 - All Others

    Available FREE with an MCLE OnlinePass® subscription.