Understanding & Using Trusts: MCLE BasicsPlus!®

A thorough foundation in every aspect of the trust process

  • Product Number: 2220125WBC
  • CLE Credits, earn up to:
    6 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
  • Faculty
  • Pricing
  • Product Description

    Product Description

    Every estate planner knows that trusts are an essential and widely used estate planning tool, but not all estate planners have the in-depth understanding of trusts they really need in order to serve their clients effectively. A thorough understanding of trust formation and administration is critical across many areas of specialization, including tax, real estate, finance, litigation, elder law, and nonprofit law. It is equally important when advising clients to understand the technical rules governing trusts and how Massachusetts statutes and common law may affect both trustees and beneficial interest holders.

    Experts guide you step-by-step through the life of a trust, from beginning the trust to ongoing administration to wrapping up. They analyze the latest updates and provide valuable advice on key, cutting-edge issues. You leave with a thorough overview of how trusts work and how to use them to achieve your clients’ goals.

  • Agenda

    Agenda & Materials

    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.

  • Faculty


    Jennifer F. Galvagna, Esq., Bank of America, Private Bank, Boston


    Caroline Brooks, Esq., John Hancock, Boston
    Sean T. Donovan, Esq., The Northern Trust Company, Boston
    Annette K. Eaton, Esq., The Northern Trust Company, Boston
    Richard B. James, Esq., Bank of America, Private Bank, Boston
  • Pricing


    • $220.50 - MCLE Sponsor Member
    • $183.75 - New Lawyer
    • $183.75 - Pending Admittee
    • $183.75 - Law Student
    • $183.75 - Paralegal
    • $245.00 - All Others
    To apply for a need-based scholarship for this program, email

    Available FREE with an MCLE OnlinePass® subscription.