Estate Planning: MCLE BasicsPlus!
Developing a plan for the intermediate estate
- Product Number: 2250197P01
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CLE Credits, earn up to:
12 substantive credits, 1 ethics credits CLE Credit Note -
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All of the faculty presentations from Estate Planning: MCLE BasicsPlus! may be purchased individually. Expand the Agenda below to see all options.
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$275.00; Members $247.50; New Lawyers $137.50
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$275.00; Members $247.50; New Lawyers $137.50
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Product Description
Product Description
A successful estate planning practice requires knowledge of federal and state statutes, rulings, and case law on a variety of substantive areas including taxation, trust, will, and property law. You must also possess finely-tuned interview skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This signature MCLE program gives you an overview of planning for a modest estate and the in-depth knowledge you need to plan for a variety of estate matters and effectively run your practice. The faculty focus on the practical application of the law and skills involved in planning an estate value of less than $2,000,000, although concerns that arise in larger estates are also covered. You learn the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on preparing wills, trusts, health care proxies, and powers of attorney based on your client’s financial situation.
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Agenda
Agenda & Materials
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Panel 1
James M. Tierney, Esq., DesRosiers & Tierney LLC , Duxbury
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2:40 - 3:10 pm
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Welcome and Introduction
on demand video Add to CartMichael Glennon, Esq., Brody, Hardoon, Perkins & Kesten LLP , Boston
Patrick J. Colvario, Esq., Patrick J. Colvario , Arlington
Hon. Audrey Carr Murillo, Bristol County Juvenile Court, Commonwealth of Massachusetts , Fall River
Andrew M. Glenny, Esq., Middlesex District Attorney's Office, Commonwealth of Massachusetts , Woburn
Denise Kasrawi, Boys & Girls Clubs of Boston , Boston
Ana V. Morales, UTEC , Lowell
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2:00pm - 2:10pm
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3:15 - 4:15 pm
Estate Planning: Business Succession Planning
on demand video Add to CartMichael Glennon, Esq., Brody, Hardoon, Perkins & Kesten LLP , Boston
Michael Glennon, Esq., Brody, Hardoon, Perkins & Kesten LLP , Boston
Patrick J. Colvario, Esq., Patrick J. Colvario , Arlington
Hon. Audrey Carr Murillo, Bristol County Juvenile Court, Commonwealth of Massachusetts , Fall River
Andrew M. Glenny, Esq., Middlesex District Attorney's Office, Commonwealth of Massachusetts , Woburn
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4:15 - 4:30 pm
"Ask the Experts" Q&A Session and Key Takeaways
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2:10pm - 2:20pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: DOB is Important, Keep it in Mind
on demand video Add to CartPanel
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Day Two: Tuesday, May 20th, 2025
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2:20pm - 2:30pm
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9:30 - 9:35 am
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2:30pm - 2:40pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: Best Practices (Discussion)
on demand video Add to CartPanel
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2:40pm - 2:50pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: Organizations’ Overview and Initial Thoughts on Working with Lawyers Supporting System Involved Youth
on demand video Add to CartPanel
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9:35 - 10:45 am
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2:50pm - 3:00pm
Break
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Panel 2
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10:45 - 10:50 am
Break
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10:50 - 11:45 am
Estate, Gift and GST Tax Planning (continued)
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3:00pm - 3:10pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: Communicating Failure Effectively Without Hurting the Youth
on demand video Add to CartMichael Glennon, Esq., Brody, Hardoon, Perkins & Kesten LLP , Boston
Patrick J. Colvario, Esq., Patrick J. Colvario , Arlington
Hon. Audrey Carr Murillo, Bristol County Juvenile Court, Commonwealth of Massachusetts , Fall River
Andrew M. Glenny, Esq., Middlesex District Attorney's Office, Commonwealth of Massachusetts , Woburn
Denise Kasrawi, Boys & Girls Clubs of Boston , Boston
Ana V. Morales, UTEC , Lowell
John DePina, More Than Words , Boston
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11:45 - 12:15 pm
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3:10pm - 3:20pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: Balancing Safety of the Victims with Need to Share Information
on demand video Add to CartPanel
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3:20pm - 3:30pm
Juvenile Offenses, Sentences, Diversions & Alternative Solutions: Creating a Plan for an Alternative Resolution
on demand video Add to CartPanel
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3:30pm - 3:40pm
What can Lawyers Do to Support a Youth and Community Partner to Ensure Success
on demand video Add to CartPanel
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12:15 - 1:00 pm
Lunch (on your own)
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3:40pm - 3:50pm
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3:50pm - 4:00pm
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3:50pm - 4:00pm
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1:00 - 1:45 pm
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1:45 - 1:50 pm
Break
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1:50 - 2:50 pm
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2:50 - 2:55 pm
Break
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2:55 - 4:10 pm
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4:10 - 4:30 pm
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- Faculty