Ethics of Managing Family Dynamics in Estate Planning

Efficaciously supervise family interactions when addressing estate planning

  • Product Number: 2190285WBC
  • CLE Credits, earn up to:
    3 substantive credits, 2 ethics credits CLE Credit Note
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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
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Available for purchase after Wednesday, 6/26/2019 for instant access to this program.
  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    Family legacy, posterity planning and wealth transfer in estate planning are challenging—adding a difficult family situation can make it seem impossible. Enlightened approaches to various commonplace problems are illustrated by knowledgeable and experienced faculty who guide you through successful management of various family dynamics. Although estate tax minimization has long been a primary focus for estate planning attorneys, the effective estate counsel must be prepared to concentrate on the underlying structural and behavioral considerations from which estate planning solutions should be crafted.

    This seminar spotlights familiar scenarios an estate planning attorney may face when planning for inheritance, ethical considerations, asset distribution, and essential communication approaches to satisfactorily represent your client while reducing family conflicts.

  • Agenda

    Agenda & Materials

    • 9:30 - 9:35 am

      Welcome and Introduction

      Jennifer S. Ewing, Esq., Ropes & Gray LLP, Private Client Group , Boston
    • 9:35 - 10:25 am

      Hypothetical 1: Diminished Capacity

    • 10:25 - 11:15 am

      Hypothetical 2: Second Marriage Situation

      Jennifer S. Ewing, Esq., Ropes & Gray LLP, Private Client Group , Boston
    • 11:15 - 11:30 am

      Networking and Refreshment Break

    • 11:30 - 12:20 pm

      Hypothetical 3: Business Succession Planning

      Jennifer Civitella Hilario, Esq., , Cambridge
    • 12:20 - 12:30 pm

      "Ask the Experts" Q&A Session


    Special Program Materials:

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  • Faculty


    Jennifer S. Ewing, Esq., Ropes & Gray LLP, Private Client Group, Boston


    Jennifer Civitella Hilario, Esq., Cambridge
  • Pricing


    • $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.