Estate Planning Symposium 2019

Case updates, essential takeaways and practical tips

  • Product Number: 2190280WBC
  • CLE Credits, earn up to:
    6 substantive credits, 0.5 ethics credits CLE Credit Note
  • Print Brochure
  • Add to Favorites List

Choose Date/Location:

Also Available:
Audio CD
Audio CD Add to Cart
Made to order; please allow up to 2 weeks for delivery. No supporting materials included. $165.00; Sponsor Members $148.50; New Lawyers $123.75
  • Product Description
  • Agenda & Materials
  • Faculty
  • Product Description

    Product Description

    Estate planners need a fast-paced, highly-focused way to get up to speed on estate planning law and its practical applications. This all-day Symposium offers in-depth analysis of recent developments in trusts and estates with an emphasis on key skills and real-world hypotheticals. Topics include recent developments in case law and legislation, including the MUPC and special conservators; hot topics in Medicaid law; efficiently administering an estate; digital assets; and, tips and tricks for drafting and “fixing” trusts. A team of expert practitioners hone in on the statutes, rulings, and case law in probate, wills and trusts that matter most to your clients, so you leave armed with the tools you need to elevate your estate planning practice to the next level.

  • Agenda

    Agenda & Materials

    • 9:30 am - 9:35 am

      Welcome and Introduction

    • 9:35 am - 10:30 am

      Estate Planning Case Law and Legislation Update

      An in-depth look at the key cases and pieces of legislation—both of the past year and on the horizon—that most impact trusts and estates attorneys.
    • 10:30 am - 10:40 am

      Networking and Refreshment Break

    • 10:40 am - 11:35 am

      Trust Administration: Best Practices, Practical Tips, Avoiding Mistakes

      Explore practical issues raised when drafting trusts and tools to fix “broken” trusts with a hypothetical client case study.
      Joshua S. Miller, Esq., CFP®, TEP, CIBC Private Wealth Management , Boston
      Kathleen M. Sablone, Esq., Boston Financial Management , Boston
    • 11:35 am - 12:30 pm

      Estate Administration: Strategies, Timelines, and Tips

      Using the same hypothetical from the prior session, get the latest tips on estate administration to show how to administer an efficient, comprehensive estate.
      Lynda B. Furash, Esq., Furash Law LLC , Needham Heights
    • 12:30 pm -1:15 pm

      Lunch (on your own)

    • 1:15 pm - 2:10 pm

      Digital Assets and Estate Planning

      Digital assets, with their identification and access issues, have always been a particular challenge. Learn best practices in cybersecurity for estate planners and their clients, as well as what potential new legislation on digital access for fiduciaries means for your practice.
      Katherine L.S. Von Kohorn, Esq., Casner & Edwards LLP , Boston
      Mason A. Kortz, Harvard Law School Cyberlaw Clinic , Cambridge
    • 2:10 pm - 2:45 pm

      Fiduciary Litigation: Strategies to Produce Best Outcomes

      This session will explore common issues that arise in fiduciary litigation and will address best practices for trusts and estates lawyers to produce the best outcome for clients.
    • 2:45 pm -2:55 pm

      Networking and Refreshment Break

    • 2:55 pm - 4:00 pm

      MUPC and Special Conservators: How Minors and Other Persons in Need of Protection Inherit Money Without Further Court Oversight

      Incapacitated adults and minors often inherit funds upon another’s death, or an adult may have significant funds and become unable to manage them. This session addresses the use of Special and Limited Conservators under the MUPC, from appointment through discharge. The use of guardians ad litem, durable power holders and parental representation will be considered. It will also address mechanisms for bypassing conservatorship when the inherited assets are distributed through a Personal Representative’s complete settlement.
    • 4:00 pm - 4:30 pm

      “Ask the Experts” Q&A Session

    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