Product Description

Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus!® provides an indepth look at estate and gift taxes, generation-skipping transfer taxes, and the federal income tax. This intensive program gives you the essential knowledge and understanding that you need to develop your core estate taxation skills and avoid common mistakes. You get direct, focused exposure to the experts in a dialogue that delves into the complex issues estate planners must navigate.

Agenda & Materials

• Day One: December 1st, 2025
• 9:30 - 10:30 am

  Imposition of Estate Tax and Credits

  Christopher A. Voukides, Esq., Day Pitney LLP , Boston
  
• 10:30 - 11:25 am

  Gross Estate

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Joshua S. Miller, Esq., Minot's Light Management Inc. , Needham Heights
  
• 11:25 - 11:35 am

  Break
• 11:35 - 12:35 pm

  Transfers That Remain in Gross Estate

  Bryce J. Helfer, Esq., Hemenway & Barnes LLP , Boston
  
• 12:35 - 1:15 pm

  Lunch (on your own)
• 1:15 - 2:15 pm

  Ethical Issues

  Annette K. Eaton, Esq., The Northern Trust Company , Boston
  Bryce J. Helfer, Esq., Hemenway & Barnes LLP , Boston
  Jordana G. Schreiber, Esq., Day Pitney LLP , Boston
  
• 2:15 - 3:15 pm

  Estate and Gift Tax Marital Deductions

  Jordana G. Schreiber, Esq., Day Pitney LLP , Boston
  
• 3:15 - 3:30 pm

  Break
• 3:30 - 4:30 pm

  Joint Interests; Proceeds of Life Insurance; Powers of Appointment

  Jennifer A. Civitella Hilario, Esq., JC Hilario, PC , Winchester
  
• Day Two: December 2nd, 2025
• 9:30 - 10:35 am

  Generation-Skipping Transfers

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 10:35 - 11:35 am

  Taxable Estate Deductions

  Kelly A. Aylward, Esq., Rubin Rudman LLP , Boston
  
• 11:35 - 11:45 am

  Break
• 11:45 - 12:55 pm

  Special Valuation Rules and FLPs

  Todd Povlich, CFA, ASA, Management Planning, Inc. , New York
  
• 12:55 - 1:55 pm

  Lunch (on your own)
• 1:55 - 3:00 pm

  Determination of Liability

  Claire N. Carrabba, Esq., Dungey Dougherty PLLC , Greenwich
  
• 3:00 - 3:10 pm

  Break
• 3:10 - 4:10 pm

  Disclaimers and Certain Life Estates

  John H. Ramsey, Esq., Goulston & Storrs, PC , Boston
  
• 4:10 - 4:30 pm

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

  Panel
  

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