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 -
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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
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:32 - 10:23 am
Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to Cart -
10:23 - 10:40 am
Break
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10:40 - 11:30 am
Initial Steps, Fundamentals, and Estate Planning Documents (continued)
on demand video Add to Cart -
11:30 - 12:12 pm
Estate 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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12:12-12:18 pm
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Day Two: August 3, 2021
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9:30 - 9:33 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:33 - 10:45 am
Estate Planning: 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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10:45 - 10:50 am
Break
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10:50 - 11:20 am
Estate Planning: 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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11:20 - 11:25 am
Break
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11:25 - 12:15 pm
Business Succession in Estate Planning
on demand video Add to Cart -
Day Three: August 4, 2021
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9:30 - 9:32 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:32 - 10:45 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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10:45 - 10:50 am
Break
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10:50 - 12:05 pm
Estate, Gift, and GST Tax Planning (continued)
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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12:05 - 12:30 pm
Estate Planning Ethics Hypotheticals
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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Day Four: August 5, 2021
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9:30 - 9:32 am
Welcome and Introduction
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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9:32 - 10:20 am
Medicaid and Long-Term Care
on demand video Add to Cart -
10:20 - 10:25 am
Break
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10:25 - 11:16 am
Post-Mortem Planning
on demand video Add to Cart -
11:16 - 12:13 pm
Charitable Planning
on demand video Add to CartLaura T. Godine, JD, Eaton Vance WaterOak Advisors , Boston
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12:13 - 12:20 pm
Key Takeaways with Q&A
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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12:25 - 12:30 pm
"Ask the Experts" Q&A Session
Katherine M. Sheehan, J.D., AEP, Crestwood 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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