Product Description

Estate Planning: MCLE BasicsPlus!® is intended to give practitioners a solid foundation in the legal concepts and skills necessary to establish a successful estate planning practice. Attendees receive guidance on preparing standard estate planning documents like wills, trusts, health care proxies, and powers of attorney based on clients' unique personal and financial situations; establishing a client relationship and conducting client meetings; navigating ethical issues that commonly arise in the planning process; administering a trust properly; and dealing with various types of assets. The seminar also provides an overview of fundamental technical issues that are essential for any estate planner, including transfer tax issues and elder law issues.

Agenda & Materials

• 2:00 - 2:10 pm

  Overview of Public Ways and Private Easements

  on demand video Add to Cart

  Jessica A. Demmerly, Esq., Rubin Rudman LLP , Boston
  Anna L. Pollard, Alder , Newton Center
  
• 11:58 am - 12:46 pm

  Post-Mortem Estate Planning

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• 12:46 - 12:54 pm

  Key Takeaways

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 12:46 - 12:54 pm

  Key Takeaways

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  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• 2:10 - 3:10 pm

  Private Easements

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• Appurtenant Easements v. Easements in Gross; Creation

  Nicholas P. Shapiro, Esq., Phillips & Angley , Boston
  
• Rights Associated With Private Easements

  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• Underlying Fee Interests

  Nicholas P. Shapiro, Esq., Phillips & Angley , Boston
  
• "Paper Streets"; Use and Scope Issues

  Carrie B. Rainen, Esq., Rainen Law Office, PC , North Andover
  
• Extinguishment

  Nicholas P. Shapiro, Esq., Phillips & Angley , Boston
  
• Issues that Arise in Connection with Development of Subdivisions and Condominiums

  Atakelti Desta, Esq., Seyfarth Shaw LLP , Boston
  
• 3:10 - 3:30 pm

  Access to Beaches and Waterbodies

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  Atakelti Desta, Esq., Seyfarth Shaw LLP , Boston
  
• 3:30 - 3:50 pm

  Private Restrictions

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  Creation, uses, benefits, burdens, enforceability and duration, and comparison to servitudes

  Nicholas P. Shapiro, Esq., Phillips & Angley , Boston
  
• 3:50 - 4:00 pm

  Networking and Refreshment Break
• 4:00 - 4:20 pm

  Boundaries: Partitions, Disputes and Agreement Drafting

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  ,
  
• 4:20 - 4:30 pm

  Transaction Considerations, Drafting Pointers and Title Insurance Implications

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  ,
  
• 4:55 - 5:00 pm

  "Ask the Experts" Q&A Session

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  Panel
  

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.

Cochairs

Faculty