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.

Agenda & Materials

• Day One: Monday, May 19th, 2025
• 9:30 - 9:35 am

  Welcome and Introduction

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 9:35 - 10:35 am

  Estate Planning Initial Steps, Fundamentals, and Estate Planning Documents

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  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 10:34 - 10:40 am

  Break
• 10:40 - 11:20 am

  Initial Steps, Fundamentals & Estate Planning Documents (continued)

  Heidi A. Seely, Esq., Day Pitney LLP , Boston
  
• 11:20 - 11:25 am

  Break
• 11:25 - 12:45 pm

  Estate Planning with Life Insurance

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  Brian J. DesRosiers, Esq., DesRosiers & Tierney, LLC , Beverly
  
• 12:45 - 1:30 pm

  Lunch (on your own)
• 1:30 - 2:40 pm

  Estate Planning: Fiduciary Income Tax Planning

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  James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
  
• 2:40 - 3:10 pm

  Estate Planning Ethics Hypotheticals I

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  James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
  
• 3:15 - 4:15 pm

  Estate Planning: Business Succession Planning

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  Amy R. Lonergan, Esq., Day Pitney LLP , Boston
  
• 4:15 - 4:30 pm

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

  Panel
  
• Day Two: Tuesday, May 20th, 2025
• 9:30 - 9:35 am

  Welcome and Introduction

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• 9:35 - 10:45 am

  Estate, Gift and GST Tax Planning

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 10:45 - 10:50 am

  Break
• 10:50 - 11:45 am

  Estate, Gift and GST Tax Planning (continued)

  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 11:45 - 12:15 pm

  Estate Planning Ethics Hypotheticals II

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  Katherine M. Sheehan, J.D., AEP, Crestwood Advisors , Boston
  
• 12:15 - 1:00 pm

  Lunch (on your own)
• 1:00 - 1:45 pm

  Estate Planning: Medicaid and Long-Term Care

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  Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino LLP , Wellesley
  
• 1:45 - 1:50 pm

  Break
• 1:50 - 2:50 pm

  Post - Mortem Estate Planning

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  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 2:50 - 2:55 pm

  Break
• 2:55 - 4:10 pm

  Charitable Estate Planning

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  Kelly J. Guarino, Esq., Fiduciary Trust Company , Boston
  
• 4:10 - 4:30 pm

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

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  Panel
  

Chair

Faculty