Product Description

Estate planning often intersects with cultural traditions and religious practices. Without awareness and sensitivity, even a technically flawless plan can fail in practice. This new program provides practical strategies for identifying and honoring client values while maintaining compliance with federal and state lawas well as SJC professional responsibility rules.

Agenda & Materials

• 9:00 - 9:05 am

  Framing the Topic: Why This Matters in Daily Practice

  Yi Ke, Esq., Law Office of Yi Ke , Canton
  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Hon. George F. Phelan, Probate and Family Court, Commonwealth of Massachusetts , Boston
  
• 9:05 - 9:10 am

  Cultural vs. Religious Considerations: Distinctions That Matter

  Panel
  
• 9:10 - 9:20 am

  Intake & Client Interviewing: Asking the Right Questions

  Panel
  
• 9:20 - 9:30 am

  Family Structures Outside the Traditional Model

  Panel
  
• 9:30 - 9:40 am

  Fiduciaries, Decision-Making & Authority

  Panel
  
• 9:40 - 9:50 am

  End-of-Life, Health Care & Burial Considerations

  Panel
  
• 9:50 - 9:55 am

  Ethical, Malpractice & Risk-Management Considerations

  Panel
  
• 9:55 - 10:00 am

  Best Practices & Practical 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.

Chair

Faculty

Fees

• $130.50 - MCLE Sponsor Member
• $72.50 - New Lawyer
• $72.50 - Pending Admittee
• $72.50 - Law Student
• $72.50 - Paralegal
• $145.00 - All Others