Estate Planning Symposium 2019
Case updates, essential takeaways and practical tips
- Product Number: 2190280P01
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CLE Credits, earn up to:
6 substantive credits, 0.5 ethics credits CLE Credit Note -
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Product Description
Product Description
Estate planners need a fast-paced, highly-focused way to get up to speed on estate planning law and its practical applications. This all-day Symposium offers in-depth analysis of recent developments in trusts and estates with an emphasis on key skills and real-world hypotheticals. Topics include recent developments in case law and legislation, including the MUPC and special conservators; hot topics in Medicaid law; efficiently administering an estate; digital assets; and, tips and tricks for drafting and “fixing” trusts. A team of expert practitioners hone in on the statutes, rulings, and case law in probate, wills and trusts that matter most to your clients, so you leave armed with the tools you need to elevate your estate planning practice to the next level.
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Agenda
Agenda & Materials
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9:30 am - 9:35 am
Welcome and Introduction
on demand video Add to CartKathleen M. Sablone, Esq., Boston Financial Management , Boston
Katherine L.S. Von Kohorn, Esq., Casner & Edwards LLP , Boston
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9:35 am - 10:30 am
Estate Planning Case Law and Legislation Update
on demand video Add to CartAn in-depth look at the key cases and pieces of legislation—both of the past year and on the horizon—that most impact trusts and estates attorneys.Richard P. Breed, IV, Esq., Tarlow, Breed, Hart & Rodgers, PC , Boston
Joblin C. Younger, Esq., Law Office of Joblin C. Younger, PC , Beverly
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10:30 am - 10:40 am
Networking and Refreshment Break
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10:40 am - 11:35 am
Trust Administration: Best Practices, Practical Tips, Avoiding Mistakes
on demand video Add to CartExplore practical issues raised when drafting trusts and tools to fix “broken” trusts with a hypothetical client case study.Joshua S. Miller, Esq., Acadia Management Company, Inc. , Boston
Kathleen M. Sablone, Esq., Boston Financial Management , Boston
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11:35 am - 12:30 pm
Estate Administration: Strategies, Timelines, and Tips
on demand video Add to CartUsing the same hypothetical from the prior session, get the latest tips on estate administration to show how to administer an efficient, comprehensive estate.Lynda B. Furash, Esq., Furash Law LLC , Quincy
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12:30 pm -1:15 pm
Lunch (on your own)
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1:15 pm - 2:10 pm
Digital Assets and Estate Planning
on demand video Add to CartDigital assets, with their identification and access issues, have always been a particular challenge. Learn best practices in cybersecurity for estate planners and their clients, as well as what potential new legislation on digital access for fiduciaries means for your practice.Katherine L.S. Von Kohorn, Esq., Casner & Edwards LLP , Boston
Mason A. Kortz, Harvard Law School Cyberlaw Clinic , Cambridge
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2:10 pm - 2:45 pm
Fiduciary Litigation: Strategies to Produce Best Outcomes
on demand video Add to CartThis session will explore common issues that arise in fiduciary litigation and will address best practices for trusts and estates lawyers to produce the best outcome for clients.Tarae L. Howell, Esq., Bank of America , Boston
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2:45 pm -2:55 pm
Networking and Refreshment Break
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2:55 pm - 4:00 pm
MUPC and Special Conservators: How Minors and Other Persons in Need of Protection Inherit Money Without Further Court Oversight
on demand video Add to CartIncapacitated adults and minors often inherit funds upon another’s death, or an adult may have significant funds and become unable to manage them. This session addresses the use of Special and Limited Conservators under the MUPC, from appointment through discharge. The use of guardians ad litem, durable power holders and parental representation will be considered. It will also address mechanisms for bypassing conservatorship when the inherited assets are distributed through a Personal Representative’s complete settlement. -
4:00 pm - 4:30 pm
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- Faculty