Product Description

Agenda & Materials

• 9:30 - 10:20 am

  Guardianship and Conservatorship Update

  Lisa M. Cukier, Esq., Rubin and Rudman LLP , Boston
  
• 10:20 - 10:30 am

  Connect & Refresh Break
• 10:30 - 11:10 am

  Practical Technology and Digital Marketing

  Heidi S. Alexander, Esq., Massachusetts Supreme Judicial Court Standing Committee on Lawyer Well-Being , Waltham
  Anna M. Byrne, Esq., Eckert Byrne LLC , Cambridge
  
• 11:10 - 12:05 pm

  Avoiding the Traps and Pitfalls Associated with Blended Families

  Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts , Boston
  Tannaz N. Saponaro, Esq., Saponaro Law Offices PLLC , Wellesley
  
• 12:05 - 12:50 pm

  Lunch (on your own)
• 12:50 - 1:45 pm

  Reformation, Modification and Decanting of Trusts

  Ryan J. Swartz, Esq., McLane Middleton , Woburn
  
• 1:45 - 1:50 pm

  Connect & Refresh Break
• 1:50 - 2:40 pm

  Crafting Estate Plans for the Non-Taxable Estate

  Allison M. McCarthy, Esq., Riemer & Braunstein LLP , Boston
  
• 2:40 - 3:40 pm

  MUPC & MUTC

  Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts , Salem
  
• 3:40 - 3:50 pm

  Connect & Refresh Break
• 3:50 - 4:30 pm

  Asset Protection Strategies for Older Clients

  Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
  Hon. Jennifer M. R. Ulwick, Probate and Family Court, Commonwealth of Massachusetts , Salem
  Allison M. McCarthy, Esq., Riemer & Braunstein LLP , Boston
  

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.

Chair

Faculty