26th Annual Estate Planning Conference 2025
Estate planning, trust administration and fiduciary litigation all in one Conference!
- Product Number: 2250195P01
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CLE Credits, earn up to:
6 substantive credits, 0 ethics credits CLE Credit Note -
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All of the faculty presentations from 26th Annual Estate Planning Conference 2025 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
Free for OnlinePass subscribers.
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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 26th Annual Estate Planning Conference 2025! 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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9:30am - 9:35am
Welcome and Introduction
on demand video Add to CartSarah R. Grandfield, Esq., Bessemer Trust , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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9:35am - 11:00am
Estate Planning in A New Political Landscape
on demand video Add to Cart -
11:00am - 11:15am
Break
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11:15am - 12:40pm
Directed Trusts - Drafting, Administration, and Jurisdictional Insights
on demand video Add to CartEric R. Cunnane, Esq., Fiduciary Trust Company , Boston
Annette K. Eaton, Esq., The Northern Trust Company , Boston
Megan C. Knox, Esq., McDonald & Kanyuk, PLLC , Concord
Sarah R. Grandfield, Esq., Bessemer Trust , Boston
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12:40pm - 1:40pm
Lunch (on your own)
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1:40pm - 3:00pm
Updates, Answers, and Tips for Success from Inside the Probate and Family Court
on demand video Add to CartTara E. DeCristofaro, Esq., Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts , Woburn
Maria Dunn, Esq., Middlesex Probate and Family Court South, Commonwealth of Massachusetts , Woburn
John Joe M. Hallissey, Esq., Norfolk Probate and Family Court, Commonwealth of Massachusetts , Canton
Lydia Z. Hochheimer, Esq., Probate and Family Court, Commonwealth of Massachusetts , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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3:00pm - 3:10pm
Break
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3:10pm - 4:30pm
Virtual Representation and GAL Appointments in Estate and Trust Administration and Litigation
on demand video Add to CartLeiha Macauley, Esq., Day Pitney LLP , Boston
Mark E. Swirbalus, Esq., Holland & Knight LLP , Boston
Marshall D. Senterfitt, Esq., Holland & Knight LLP , Boston
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- Faculty