Ethics of Managing Family Dynamics in Estate Planning
Effectively supervise family interactions when addressing estate planning
- Product Number: 2200228P01
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CLE Credits, earn up to:
3 substantive credits, 3 ethics credits CLE Credit Note -
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Product Description
Product Description
Family legacy, posterity planning, and wealth transfer in estate planning are challenging—adding a difficult family situation can make it seem impossible. Enlightened approaches to various commonplace problems are illustrated by knowledgeable and experienced faculty who guide you through successful management of various family dynamics. Although estate tax minimization has long been a primary focus for estate planning attorneys, the effective estate counsel must be prepared to concentrate on the underlying structural and behavioral considerations from which estate planning solutions should be crafted.
This seminar spotlights familiar scenarios an estate planning attorney may confront when planning for inheritance, ethical considerations, asset distribution, and essential communication approaches to satisfactorily represent your client while reducing family conflicts.
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Agenda
Agenda & Materials
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartJennifer S. Ewing, Esq., Choate Hall & Stewart LLP , Boston
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9:35 - 10:25 am
Hypothetical 1: Diminished Capacity
on demand video Add to CartMichael J. Simolo, Esq., Fierst Bloomberg Ohm LLP , Northampton
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10:25 - 11:15 am
Hypothetical 2: Second Marriage Situation
on demand video Add to CartJennifer S. Ewing, Esq., Choate Hall & Stewart LLP , Boston
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11:15 - 11:25 am
Refreshment Break
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11:25 - 12:15 pm
Hypothetical 3: Business Succession Planning
on demand video Add to CartJennifer A. Civitella Hilario, Esq., JC Hilario, PC , Cambridge
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12:15 - 12:20 pm
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12:20 - 12:30 pm
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- Faculty