Estate Planning: MCLE BasicsPlus!
Learn the law and acquire skills to be successful
- Product Number: 2220047P01
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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
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
Agenda & Materials
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Day One: Wednesday, December 15, 2021
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9:00 - 9:05 am
Welcome and Introduction
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , Boston
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9:05 - 11:16 am
Introduction to Intestacy and Basic Estate Planning
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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11:16 - 11:30 am
Break
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11:30 - 12:00 pm
The Estate Planning Process
on demand video Add to Cart -
12:00 - 12:57 pm
Introduction to Trusts
on demand video Add to Cart -
Day Two: December 16, 2021
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9:00 - 10:00 am
Estate Planning: Introduction to Transfer Taxes
on demand video Add to CartJennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Kristin M. Kelley, KLR, Private Client Services Group , Waltham
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10:00 - 10:58 am
Marital Deduction Estate 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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10:58 - 11:05 am
Break
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11:05 - 11:58 am
Estate Planning for Retirement Benefits
on demand video Add to Cart -
11:58 am - 12:58 pm
Ethical Issues in Estate Planning
on demand video Add to Cart -
Day Three: Friday, December 17, 2021
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9:00 - 9:56 am
Elder Law Issue Spotting
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
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9:56 - 11:00 am
Medicaid Planning
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP , Wellesley Hills
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11:00 - 11:15 am
Break
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11:15 - 11:58 am
Elder Law: Ask a Care Manager
on demand video Add to CartJessica A. Demmerly, Esq., Rubin and Rudman LLP , Boston
Anna L. Pollard, LifeCare Advocates , Newton Center
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11:58 am - 12:46 pm
Post-Mortem Estate Planning
on demand video Add to Cart -
12:46 - 12:54 pm
Key Takeaways
on demand video Add to CartAimee Fukuchi Bryant, Esq., Fiduciary Trust Company , Boston
Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP , 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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