22nd Annual Estate Planning Conference 2021
Estate planning, trust administration and fiduciary litigation all in one Conference!
- Product Number: 2210173P01
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CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note -
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22nd Annual Estate Planning Conference 2021
Estate planning, trust administration and fiduciary litigation all in one Conference!
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- Product Description
- Agenda & Materials
- Faculty
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Product Description
Product Description
Join estate planning practitioners, fiduciary litigators, and trust lawyers at this year's 22nd Annual Estate Planning Conference 2021. The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year. -
Agenda
Agenda & Materials
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2:00 pm - 2:10 pm
Welcome and Introduction
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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2:10 pm - 3:00 pm
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9:31 am - 10:43 am
Recent Developments in Estate Planning, Trust and Estate Administration, and Fiduciary Litigation
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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3:00 pm - 3:50 pm
Special Immigration Issues for Juvenile Cases: USCIS Complications
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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3:50 pm - 4:40 pm
Special Immigration Issues for Juvenile Cases: Immigration Court Issues
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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4:40 pm - 5:00 pm
Special Immigration Issues for Juvenile Cases: "Ask the Experts" Q&A Session
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
Stephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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4:40 pm - 5:00 pm
Special Immigration Issues for Juvenile Cases: "Ask the Experts" Q&A Session
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
Stephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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10:43 am - 11:46 am
Featured Address: Naming Trusts as The Beneficiary of Retirement Planning Assets
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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11:46 am - 12:00 pm
Break
Stephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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12:00 pm - 1:00 pm
Real Estate, Estate Planning and Estate Administration: Mistakes that Cloud Title and Planning
on demand video Add to CartStephanie Bonilla, Esq., SB Law PLLC , Framingham
Lisa A. Casey, Esq., Middlesex Probate and Family Court , Woburn
Eloa J. Celedon, Esq., Celedon Law , Marlborough
Susan B. Church, Esq., Demissie & Church , Cambridge
Kira Gagarin, Esq., Gagarin Law , Framingham
Jacob Geller, Esq., Geller & Benjamin, LLP , Boston
Alexandra Peredo Carroll, Esq., Kids In Need of Defense , Boston
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1:00 pm - 2:00 pm
Lunch
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2:00 pm - 3:05 pm
Planning at the Intersection of Estate Planning and Closely Held Business Planning
on demand video Add to Cart -
3:05 pm - 3:30 pm
Break
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3:30 pm - 4:33 pm
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Faculty
Chair
Patricia M. Annino, Esq., Rimon, PC, BostonFeatured Speaker(s)
Natalie B. Choate, Esq., BostonFaculty
Sarah F. Alger, Esq., Sarah F. Alger, PC, NantucketSarah Rachel Boonin, Esq., Suffolk University Law School, BostonGerard J. Donnellan, PhD, Boston College, Chestnut HillHarry S. Margolis, Esq., Margolis Bloom & D'Agostino LLP, Wellesley HillsHon. Diane R. Rubin, Land Court, Commonwealth of Massachusetts, BostonAmy Schnitzer, Esq., Bessemer Trust, Boston