Estate Planning: MCLE BasicsPlus!
Developing a plan for the intermediate estate
- Product Number: 2250197WAU
- Publication Date: 5/19/2025
- Length: 12 hours CLE Credit Note
- Copyright: © 2025 MCLE, Inc.
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Product Description
Product Description
A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely-tuned interview skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This signature MCLE program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.
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Agenda
Agenda & Materials
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Day One: Monday, May 19th, 2025
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3:00 - 3:45 pm
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartAmy R. Lonergan, Esq., Day Pitney LLP , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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3:45 - 4:15 pm
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9:35 - 10:35 am
Estate Planning Initial Steps, Fundamentals, and Estate Planning Documents
on demand video Add to Cart -
10:34 - 10:40 am
Break
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4:15 - 4:30 pm
"Ask the Experts" Q&A Session
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10:40 - 11:20 am
Initial Steps, Fundamentals & Estate Planning Documents (continued)
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Day Two: Wednesday May 14th, 2025
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11:20 - 11:25 am
Break
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11:20 - 11:25 am
Break
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11:25 - 12:45 pm
Estate Planning with Life Insurance
on demand video Add to CartBrian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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12:45 - 1:30 pm
Lunch (on your own)
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9:40 - 10:40 am
Probate Practice: Trusts—Testamentary and Interplay Between Trusts and Estates
on demand video Add to Cart -
1:30 - 2:40 pm
Estate Planning: Fiduciary Income Tax Planning
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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10:40 - 11:15 am
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2:40 - 3:10 pm
Estate Planning Ethics Hypotheticals I
on demand video Add to CartJames M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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3:15 - 4:15 pm
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11:15 - 11:30 am
Break
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4:15 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
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Day Two: Tuesday, May 20th, 2025
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11:30 - 12:30 pm
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9:30 - 9:35 am
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12:30 - 1:30 pm
Lunch (on your own)
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9:35 - 10:45 am
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1:30 - 2:15 pm
Probate Practice: Final Distribution of the Estate; Options to Close; Probate Accounts
on demand video Add to CartKatherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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10:45 - 10:50 am
Break
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2:15 - 3:00 pm
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10:50 - 11:45 am
Estate, Gift and GST Tax Planning (continued)
Christopher A. Voukides, Esq., Day Pitney LLP , Boston
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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11:45 - 12:15 pm
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3:00 - 3:15 pm
Break
Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
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3:15 - 4:00 pm
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12:15 - 1:00 pm
Lunch (on your own)
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1:00 - 1:45 pm
Estate Planning: Medicaid and Long-Term Care
on demand video Add to Cart -
1:45 - 1:50 pm
Break
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1:50 - 2:50 pm
Post - Mortem Estate Planning
on demand video Add to Cart -
2:50 - 2:55 pm
Break
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2:55 - 4:10 pm
Charitable Estate Planning
on demand video Add to CartKelly J. Guarino, Esq., Fiduciary Trust Company , Boston
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4:10 - 4:30 pm
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.
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