25th Annual Estate Planning Conference 2024
Estate planning, trust administration and fiduciary litigation all in one Conference!
- Product Number: 2240184P01
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CLE Credits, earn up to:
6 substantive credits, 1 ethics credits CLE Credit Note -
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All of the faculty presentations from 25th Annual Estate Planning Conference 2024 may be purchased individually. Expand the Agenda below to see all options.
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MP3 Download
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
Free for OnlinePass subscribers.
On Demand Webcast
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Includes downloadable supporting materials.
$275.00; Members $247.50; New Lawyers $137.50
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See Agenda below to purchase individual video segments from this program.
Pricing varies by video length. Member and new lawyer pricing available.
Free for OnlinePass subscribers.
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Product Description
Product Description
Join estate planning practitioners, fiduciary counsel, and fiduciary litigators as we celebrate this year’s 25th Annual Estate Planning Conference 2024! The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year. We look forward to seeing you there!
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Agenda
Agenda & Materials
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9:30 - 9:35 am
Welcome and Introduction
on demand video Add to CartSuma V. Nair, Esq., Fiduciary Trust Company , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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9:35 - 10:55 am
25th Annual Estate Planning Conference 2024: Just Because You Can Doesn’t Mean You Should
on demand video Add to CartMatthew R. Hillery, Esq., Goulston & Storrs, PC , Boston
Anne Katsas, Esq., Fiduciary Trust Company , Boston
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10:55 - 11:10 am
Break
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11:10 - 12:30 pm
25th Annual Estate Planning Conference 2024: Tax Reporting Tips and Traps
on demand video Add to CartRenat V. Lumpau, Esq., Choate Hall & Stewart LLP , Boston
Sahri Zeger, JD, MBA, CohnReznick LLP , Cambridge
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12:30 - 1:30 pm
Lunch (on your own)
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1:30 - 2:55 pm
25th Annual Estate Planning Conference 2024: Focus on Ethics
on demand video Add to CartMarc J. Bloostein, Esq., Choate Hall & Stewart LLP , Boston
Jillian B. Hirsch, Esq., Hirsch Law LLC , Newton
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2:55 - 3:10 pm
Break
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3:10 - 4:30 pm
25th Annual Estate Planning Conference 2024: Fiduciary Conundrums
on demand video Add to CartSarah M. Allen, JD, LLM, Rice, Heard & Bigelow, Inc. , Boston
Eric P. Hayes, Esq., Goodwin Procter LLP , Boston
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- Faculty