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.

Agenda & Materials

• 9:30am - 9:35am

  Welcome and Introduction

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• 9:35am - 10:45am

  24th Annual Estate Planning Conference 2023: Current Trends in Charitable Planning

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  Brad Bedingfield, Esq., Hemenway & Barnes LLP , Boston
  Cameron Casey, Esq., Choate Hall & Stewart LLP , Boston
  
• 10:45am - 11:00am

  Networking and Refreshment Break
• 11:00am - 12:50pm

  The MUPC—Reflections After the First Decade

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  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 , Woburn
  Pamela Casey-O'Brien, Essex Probate and Family Court, Commonwealth of Massachusetts , Salem
  James J. Casiello, Jr., Esq., Goulston & Storrs, PC , Boston
  
• 12:50pm - 1:50pm

  Lunch (provided by MCLE)
• 1:50pm - 3:05pm

  Estate Planning in a High Interest Rate and Volatile Market

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  Kristin T. Abati, Esq., Choate Hall & Stewart LLP , Boston
  Renat V. Lumpau, Esq., Choate Hall & Stewart LLP , Boston
  Matthew R. Hillery, Esq., Goulston & Storrs, PC , Boston
  
• 3:05pm - 3:20pm

  Networking and Refreshment Break
• 3:20pm - 4:30pm

  24th Annual Estate Planning Conference 2023: Dispute Resolution

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  Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
  Joseph D. Kropp, Esq., Gilmore, Rees & Carlson, PC , Wellesley
  

Special Program Materials:

• A Practical Guide to Estate Planning in Massachusetts

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