Estate Planning: MCLE BasicsPlus!®
Developing a plan for the intermediate estate
- Product Number: 2210280P01
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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note - Print Brochure
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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 program 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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Day One: August 2, 2021
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9:30 - 9:32 am
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9:32 - 10:23 am
Initial Steps, Fundamentals, and Estate Planning Documents
eLecture Add to CartHeidi A. Seely, Esq., Day Pitney LLP , Boston
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10:23 - 10:40 am
Break
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10:40 - 11:30 am
Initial Steps, Fundamentals, and Estate Planning Documents (continued)
eLecture Add to CartHeidi A. Seely, Esq., Day Pitney LLP , Boston
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11:30 - 12:12 pm
Estate Planning with Life Insurance
eLecture Add to CartDavid Shannon, CCT Insurance Partners , Burlington
Brian J. DesRosiers, Esq., DesRosiers & Tierney LLC , Boston
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12:12-12:18 pm
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Day Two: August 3, 2021
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9:30 - 9:33 am
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9:33 - 10:45 am
Estate Planning: Fiduciary Income Tax Planning
eLecture Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Richelle Maguire, CPA, DiCicco, Gulman & Company LLP , Woburn
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10:45 - 10:50 am
Break
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10:50 - 11:20 am
Estate Planning: Ethics Hypotheticals
eLecture Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Richelle Maguire, CPA, DiCicco, Gulman & Company LLP , Woburn
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11:20 - 11:25 am
Break
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11:25 - 12:15 pm
Business Succession in Estate Planning
eLecture Add to Cart -
Day Three: August 4, 2021
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9:30 - 9:32 am
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9:32 - 10:45 am
Estate, Gift, and GST Tax Planning
eLecture Add to CartKatherine M. Sheehan, J.D., SVB Private Bank , Boston
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10:45 - 10:50 am
Break
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10:50 - 12:05 pm
Estate, Gift, and GST Tax Planning (continued)
eLecture Add to CartKatherine M. Sheehan, J.D., SVB Private Bank , Boston
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12:05 - 12:30 pm
Estate Planning Ethics Hypotheticals
eLecture Add to CartKatherine M. Sheehan, J.D., SVB Private Bank , Boston
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Day Four: August 5, 2021
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9:30 - 9:32 am
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9:32 - 10:20 am
Medicaid and Long-Term Care
eLecture Add to Cart -
10:20 - 10:25 am
Break
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10:25 - 11:16 am
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11:16 - 12:13 pm
Charitable Planning
eLecture Add to CartLaura T. Godine, JD, Eaton Vance WaterOak Advisors , Boston
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12:13 - 12:20 pm
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12:25 - 12:30 pm
"Ask the Experts" Q&A Session
Katherine M. Sheehan, J.D., SVB Private Bank , 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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