Product Description

Join estate planning practitioners, fiduciary counsel, and fiduciary litigators as we celebrate this year’s 26th Annual Estate Planning Conference 2025! 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

• 9:30am - 9:35am

  Welcome and Introduction

  Sarah Ryan Grandfield, Esq., Fiduciary Trust Company , Boston
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  
• 9:35am - 11:00am

  Estate Planning in A New Political Landscape

  Renat V. Lumpau, Esq., Choate Hall & Stewart LLP , Boston
  Justin Rhuda, Esq., Choate Hall & Stewart LLP , Boston
  Cara Howe Santoro, Esq., Holland & Knight LLP , Boston
  
• 11:00am - 11:15am

  Break
• 11:15am - 12:40pm

  Directed Trusts - Drafting, Administration, and Jurisdictional Insights

  Eric R. Cunnane, Esq., Fiduciary Trust Company of New England , Manchester
  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Megan C. Knox, Esq., McDonald & Kanyuk, PLLC , Concord
  Sarah Ryan Grandfield, Esq., Fiduciary Trust Company , Boston
  
• 12:40pm - 1:40pm

  Lunch (on your own)
• 1:40pm - 3:00pm

  Updates, Answers, and Tips for Success from Inside the Probate and Family Court

  Tara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Woburn
  Maria Dunn, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
  John Joe M. Hallissey, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
  Lydia Z. Hochheimer, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  
• 3:00pm - 3:10pm

  Break
• 3:10pm - 4:30pm

  Virtual Representation and GAL Appointments in Estate and Trust Administration and Litigation

  Leiha Macauley, Esq., Day Pitney LLP , Boston
  Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
  Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
  

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