Product Description

Join estate planning practitioners, fiduciary counsel, and fiduciary litigators as we celebrate this year’s 25th Annual Estate Planning Conference 2024! The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year. We look forward to seeing you there!

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  Suma V. Nair, JD, Fiduciary Trust Company , Boston
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  
• 9:35 - 10:55 am

  Just Because You Can Doesn’t Mean You Should

  Matthew R. Hillery, Esq., Goulston & Storrs, PC , Boston
  Anne Katsas, JD, Fiduciary Trust Company , Boston
  
• 10:55 - 11:10 am

  Break
• 11:10 - 12:30 pm

  Tax Reporting Tips and Traps

  Renat V. Lumpau, Esq., Choate Hall & Stewart LLP , Boston
  Sahri Zeger, JD, MBA, CohnReznick LLP , Cambridge
  
• 12:30 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:55 pm

  Focus on Ethics

  Marc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
  Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
  
• 2:55 - 3:10 pm

  Break
• 3:10 - 4:30 pm

  Fiduciary Conundrums

  Sarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
  Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
  

Special Program Materials:

• Massachusetts Probate Law Sourcebook & Citator

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