Estate Planning: MCLE BasicsPlus!®
Developing a plan for the intermediate estate
- Product Number: 2200229RBC
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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note -
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Product Description
Product Description
A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely tuned interview and drafting skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This two-day seminar gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and run your practice well. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn to draft estate planning instruments while considering the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation.
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Agenda
Agenda & Materials
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Thursday May 14, 2020 - Day One
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9:00 - 9:05 am
Welcome and Introduction
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:05 - 10:00 am
Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
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10:00 - 10:10 am
Networking and Refreshment Break
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10:10 - 10:55 am
Initial Steps, Fundamentals, and Estate Planning Documents (continued)
Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
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10:55 - 12:20 pm
Planning with Life Insurance
on demand video Add to CartDavid Shannon, CCT Insurance Partners , Burlington
Brian J. DesRosiers, Esq., DesRosiesr & Tierney LLC , Beverly
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12:20 - 1:20 pm
Lunch (on your own)
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1:20 - 2:05 pm
Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies , Woburn
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2:05 - 2:35 pm
Ethics Hypotheticals
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies , Woburn
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2:35 - 2:45 pm
Networking and Refreshment Break
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2:45 - 3:30 pm
Business Succession Planning
on demand video Add to Cart -
Friday May 15, 2020 - Day Two
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9:00 - 9:05 am
Welcome and Introduction
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:05 - 10:15 am
Estate, Gift, and GST Tax Planning
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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10:15 - 10:25 am
Networking and Refreshment Break
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10:25 - 11:15 am
Estate, Gift and GST Tax Planning (continued)
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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11:15 - 11:45 am
Ethics Hypotheticals
on demand video Add to Cart -
11:45 - 12:30 pm
Medicaid and Long Term Care
on demand video Add to Cart -
12:30 - 1:20 pm
Lunch (on your own)
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1:20 - 2:20 pm
Post-Mortem Planning
on demand video Add to Cart -
2:20 - 2:30 pm
Networking and Refreshment Break
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2:30 - 3:45 pm
Charitable Planning
on demand video Add to CartLaura T. Godine, JD, Eaton Vance WaterOak Advisors , 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.
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