Product Description

Designed to benefit both new and experienced trusts and estates practitioners, our panel provides you with an in-depth review of a variety of topics that emerged in 2024. This two-hour webcast highlights the most significant developments from the past year, with a focus on federal, state, and tax court cases. In addition, you learn about important IRS guidance and proposed regulations with an eye towards providing the best, most up-to-date advice for your clients.

Your time is valuable—get the essential updates online on your schedule at MCLE

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction

  on demand video Add to Cart

  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 9:35 - 10:00 am

  Estate Planning & Probate Caselaw Update: Legal and Administrative Updates

  on demand video Add to Cart

  Vaishali Goyal, Esq., Goulston & Storrs, PC , Boston
  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 10:00 - 10:30 am

  Estate Planning & Probate Caselaw Update: Federal Caselaw

  on demand video Add to Cart

  Joshua R. Caswell, Esq., Nixon Peabody LLP , Boston
  Vaishali Goyal, Esq., Goulston & Storrs, PC , Boston
  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 10:30 - 10:35 am

  Break
• 10:35 - 11:20 am

  Massachusetts Caselaw

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  Panel
  
• 11:20 - 11:30 am

  "Ask the Experts" Q&A Session and Key Takeaways

  Panel
  

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.

Chair

Faculty