24th Annual Estate Planning Conference 2023
Estate planning, trust administration and fiduciary litigation all in one Conference!
- Product Number: 2230139P01
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CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
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Product Description
Product Description
MCLE is pleased to offer this program to an in-person audience at our Boston conference center in addition to the live and recorded webcasts. Masks are encouraged.
Join estate planning practitioners, fiduciary counsel, fiduciary litigators, and representatives from the Probate and Family Court as we return in person at this year’s 24th Annual Estate Planning Conference 2023! The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year.
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Agenda
Agenda & Materials
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9:30am - 9:35am
Welcome and Introduction
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9:35am - 10:45am
Current Trends in Charitable Planning
Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
Cameron Casey, Esq., Ropes & Gray LLP , Boston
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10:45am - 11:00am
Networking and Refreshment Break
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11:00am - 12:50pm
The MUPC—Reflections After the First Decade
Tamara L. Sturges, Esq., Egleson & Sturges LLC , Waltham
Evelyn J. Patsos, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Tara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Cambridge
Pamela Casey-O'Brien, Essex Probate and Family Court, Commonwealth of Massachusetts , Salem
James J. Casiello, Jr., Esq., Goulston & Storrs, PC , Boston
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12:50pm - 1:50pm
Lunch (provided by MCLE)
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1:50pm - 3:05pm
Estate Planning in a High Interest Rate and Volatile Market
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3:05pm - 3:20pm
Networking and Refreshment Break
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3:20pm - 4:30pm
Dispute Resolution
Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
Joseph D. Kropp, Esq., Gilmore, Rees & Carlson, PC , Wellesley
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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- Faculty
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Pricing
Fees
- $247.50 - MCLE Sponsor Member
- $137.50 - New Lawyer
- $137.50 - Pending Admittee
- $137.50 - Law Student
- $137.50 - Paralegal
- $275.00 - All Others