Estate Planning: MCLE BasicsPlus!®
Learn the law and acquire skills to be successful
- Product Number: 2210021RBC
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CLE Credits, earn up to:
11 substantive credits, 1 ethics credits CLE Credit Note -
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Product Description
Product Description
Estate Planning: MCLE BasicsPlus!® gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning an estate of less than $2,000,000, although it also introduces concerns that arise in larger estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax issues and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice. -
Agenda
Agenda & Materials
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Day One: Wednesday, December 16, 2020
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9:30 - 9:40 am
Welcome and Introduction
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
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9:40 - 11:30 am
Introduction to Intestacy and Basic Estate Planning Documents
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
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11:30 - 11:45 am
Break
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11:45 - 12:15 pm
The Estate Planning Process
on demand video Add to CartKristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP , Newburyport
Jennifer D. Taddeo, Esq., Estatewise Advisory LLC , Franklin
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12:15 - 1:15 pm
Lunch (on your own)
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1:15 - 2:00 pm
Introduction to Trusts
on demand video Add to Cart -
2:00 - 3:00 pm
Introduction to Transfer Taxes
on demand video Add to CartKristin M. Kelley, KLR, Private Client Services Group , Waltham
Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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3:00 - 3:15 pm
Break
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3:15 - 4:15 pm
Marital Deduction Planning
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Laurel M. Millette, Esq., Transitions Law LLC , Concord
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4:15 - 4:20 pm
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4:20 - 4:30 pm
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Day Two: Thursday, December 17, 2020
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9:30 - 10:30 am
Elder Law Issue Spotting
on demand video Add to Cart -
10:30 - 11:30 am
Medicaid Planning
on demand video Add to Cart -
11:30 - 11:45 am
Break
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11:45 - 12:30 pm
Ask a Care Manager
on demand video Add to CartMaria C. Baler, Esq., Samuel, Sayward & Baler LLC , Dedham
Jessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Anna L. Pollard, LifeCare Advocates , Newton Center
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12:30 - 1:15 pm
Lunch (on your own)
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1:15 - 2:15 pm
Planning for Retirement Benefits
on demand video Add to Cart -
2:15 - 3:25 pm
Ethical Issues in Estate Planning
on demand video Add to Cart -
3:25 - 3:40 pm
Break
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3:40 - 4:10 pm
Working with Other Professionals
on demand video Add to CartYasmin Causer, , Andover
Chiquita Rice, AAMS, Edward Jones , Brookline
Seth J. Buckley, Buckley Financial , Hingham
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4:15 - 4:30 pm
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.
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