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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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  • Product Description
  • Agenda & Materials
  • Faculty
  • 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

    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

    Chair

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

    Faculty

    Jennifer A. Civitella Hilario, Esq., JC Hilario, PC, Cambridge
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