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

  on demand video Add to Cart

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

  25th Annual Estate Planning Conference 2024: Just Because You Can Doesn’t Mean You Should

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

  Break
• 11:10 - 12:30 pm

  25th Annual Estate Planning Conference 2024: Tax Reporting Tips and Traps

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  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

  25th Annual Estate Planning Conference 2024: Focus on Ethics

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  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

  25th Annual Estate Planning Conference 2024: Fiduciary Conundrums

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

Please Note

MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.

Cochairs

Faculty