Product Description

Estate planning is filled with ethical gray areas where real-life decisions don’t always follow textbook rules. This practical, scenario-driven program explores how everyday estate planners can navigate complex ethical terrain—from capacity and conflicts to funding failures and fiduciary confusion. Using real-world case studies, you learn how to spot issues early, protect yourself and your clients, and design plans that work in practice, not just on paper. Whether you are new to the field or a seasoned practitioner, this one-hour program equips you with tools you can use immediately in your own practice.

Agenda & Materials

• 9:30 - 9:35 am

  Welcome and Introduction
• 9:35 - 9:45am

  Ethical Boundaries in Attorney-Client Relationships

  Tracey A. L. Ingle, Esq., Ingle Law , Southborough
  Jonathan M. White, Esq., Jordan & White LLC , Danvers
  
• 9:45 - 10:00am

  Deeds, Title, and Practical Risk in Real Estate Planning

  Tracey A. L. Ingle, Esq., Ingle Law , Southborough
  Jonathan M. White, Esq., Jordan & White LLC , Danvers
  
• 10:00am - 10:15am

  Funding Failures and the Limits of Engagement

  Tracey A. L. Ingle, Esq., Ingle Law , Southborough
  Jonathan M. White, Esq., Jordan & White LLC , Danvers
  
• 10:15 - 10:30 am

  Elder Law Conflicts and Financial Gatekeeping

  Tracey A. L. Ingle, Esq., Ingle Law , Southborough
  Jonathan M. White, Esq., Jordan & White LLC , Danvers
  

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.

Chair

Faculty