How to Avoid Probate
Various methods for avoiding probate, and the potential pitfalls in different situations
- Product Number: 2250210P01
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2 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
As estate planners, many of our client meetings begin with this statement: “I need a will and I want to avoid probate.” The first thing we explain is that a will, although critical to a complete estate plan, does not “avoid probate.” While there are several ways to avoid probate, some are better than others, depending on the client’s personal and financial situation. A probate avoidance technique that works for a standard estate plan might be detrimental for a Medicaid plan. In this new program, we discuss the various methods for avoiding probate, and the potential pitfalls with some of them in different situations.
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Agenda
Agenda & Materials
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Day One: Family & Humanitarian-Based Immigration
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1:20 - 1:35 pm
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1:35 - 1:40 pm
Hypothetical: DPA for Married Couple in MassHealth Context
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9:30am - 9:35am
Welcome and Introduction
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1:40 - 1:55 pm
How to Avoid Probate: Hypothetical: Married Couple with Children
on demand video Add to CartPamela E. Fuentes, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
Pamela E. Fuentes, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
Pamela E. Fuentes, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
Ivo Pierotich, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
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1:55 - 2:00 pm
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9:35am - 10:30am
Overview of Family-Based Immigration
Panel
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9:35am - 10:30am
Overview of Family-Based Immigration
Panel
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10:30am - 11:25am
Introduction to Asylum
Panel
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11:25am - 12:10pm
Representing Unaccompanied Minors
Panel
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12:10pm - 12:55pm
Lunch (on your own)
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12:55pm - 1:45pm
Immigration Consequences of Criminal Conduct
Juan C. Congote, Esq, Toland Law Firm , Boston
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1:45pm - 2:35pm
Inadmissibility Waivers
Desmond P. Fitzgerald, Esq., Fitzgerald & Company LLC , Boston
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2:35pm - 3:25pm
Immigration Court Procedure and Relief from Removal
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3:25pm - 4:25pm
Introduction to Naturalization
Jessica Chicco, Esq., MIRA Coalition , Boston
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4:25pm - 4:30pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
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Day Two: Employment-Based Immigration
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9:30am - 9:35am
Welcome and Introduction
Pamela E. Fuentes, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
Ivo Pierotich, Esq., Fragomen, Del Rey, Bernsen & Loewy LLP , Boston
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9:35am - 10:15am
Overview of Visitor Visa, B-1 and the Visa Waiver Program
Panel
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10:15am - 11:00am
NAFTA TN Classifications for Canadians and Mexicans
Panel
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11:00am - 12:00pm
H-1B and LCA Compliance
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12:00pm - 12:45pm
Lunch (on your own)
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12:45pm - 1:30pm
L-1 Visas: Intra-Company Transfers
Panel
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1:30pm - 2:15pm
O Visas: Persons with Extraordinary Ability in the Arts, Sciences and Business
Panel
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2:15pm - 3:15pm
The Nuts and Bolts of PERM Labor Certification
Panel
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3:15pm - 3:25pm
Break
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3:25pm - 3:55pm
Employment-Based Green Cards Without Labor Certification/NIWs
Panel
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3:55pm - 4:25pm
Employment-Based Immigration Ethics
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4:25pm - 4:30pm
"Ask the Experts" Q&A Session and Key Takeaways
Panel
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- Faculty