Pursuing & Defending Against Torts Associated with Estate Planning
Types of tort claims that can arise from estate planning and practical insight on bringing and resolving those claims
- Product Number: 2240064P01
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CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note -
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$245.00; Members $220.50; New Lawyers $122.50
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Product Description
Product Description
Although most trusts and estates practitioners are familiar with will contests and other forms of probate litigation, various tort claims arising from estate planning present unique opportunities and challenges. In this new seminar, experienced faculty discuss the types of tort claims that can arise from estate planning and share practical guidance relating to bringing and defending against those claims. The program highlights claims for intentional interference with expected inheritance, malpractice actions, and navigating the attorney-client privilege in tort cases relating to estate planning.
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Agenda
Agenda & Materials
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1:00 - 1:05 pm
Welcome and Introduction
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10:05 - 10:10 am
Break
Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham
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10:10 - 10:50 am
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1:05 - 1:35 pm
Middle Class Estates: Estate Planning Foundational Strategies & Building Blocks
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10:50 - 11:20 am
Attorney-Client Privilege Issues in Probate and Trust Litigation (contd.)
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1:35 - 2:00 pm
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11:20 - 11:25 am
Break
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2:00 - 2:20 pm
How to use a Joint Revocable Trust to Fully Utilize the Decedent’s Estate Tax Exemption and Obtain a Double Step up on Death of the First Spouse to Die with General Powers of Appointment
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11:25 - 11:55 am
Malpractice Claims and Ethical Issues to Avoid in Estate Planning Practice
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11:55 - 12:00 pm
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2:20 - 2:50 pm
Changing domicile; using an LLC to hold Massachusetts real estate; Massachusetts only QTIP Trusts and handling non-Massachusetts real estate
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2:20 - 2:50 pm
Changing domicile; using an LLC to hold Massachusetts real estate; Massachusetts only QTIP Trusts and handling non-Massachusetts real estate
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2:50 - 3:00 pm
Break
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3:00 - 3:40 pm
Retirement Assets: How to Ensure Tax Efficiency and Plan for Qualified Assets in the post-SECURE World
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3:40 - 4:10 pm
Working with the Elderly Client and Protecting Assets from the Cost of Long-Term Care
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4:10 - 4:50 pm
Recent Updates in Asset Protection Planning for Massachusetts Trusts and Estate Recovery Issues
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4:50 - 5:00 pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
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- Faculty