Estate Planning gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning for a modest estate, although it also introduces concerns that arise in larger or more complex estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.
Course Content
Day 1 - Thursday, December 15, 20229:30 am - 9:35 am
- Welcome and Introduction
- Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston
- Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP, Boston
- Introduction to Intestacy and Basic Estate Planning
- Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
- Jennifer D. Taddeo, Esq., Estatewise Advisory LLC, Franklin
- Break
- The Estate Planning Process
- Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP, Boston
- Introduction to Trusts
- Vaishali Goyal, Esq., Goulston & Storrs, PC, Boston
- John H. Ramsey, Esq., Goulston & Storrs, PC, Boston
- Lunch (on your own)
- Introduction to Transfer Taxes
- Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
- Marital Deduction Planning
- Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston
- Laurel M. Millette, Esq., Transitions Law LLC, Concord
- Day 2 - Friday, December 16, 2022
- Planning for Retirement Benefits
- Heather B. Cheney, Esq., BNY Mellon Wealth Management, Boston
- Ethical Issues in Estate Planning
- Jessica G. Kelly, Esq., Freeman Mathis & Gary LLP, Boston
- Break
- Elder Law Issue Spotting
- Jessica A. Demmerly, Esq., Rubin and Rudman LLP, Boston
- Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP, Wellesley Hills
- Lunch (on your own)
- Medicaid Planning
- Jessica A. Demmerly, Esq., Rubin and Rudman LLP, Boston
- Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP, Wellesley Hills
- Ask a Care Manager
- Jessica A. Demmerly, Esq., Rubin and Rudman LLP, Boston
- Anna L. Pollard, LifeCare Advocates, Newton Center
- Break
- Post-Mortem Planning
- Paul Cathcart, Jr., Esq., Hemenway & Barnes LLP, Boston
- Key Takeaways
- Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston
- Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP, Boston
- Please Note
- MCLE webcasts are delivered completely online, underscoring their convenience and appeal.
- There are no published print materials. All written materials are available electronically only.
Speakers
Cochairs- Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston
- Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP, Boston
- Paul Cathcart, Jr., Esq., Hemenway & Barnes LLP, Boston
- Heather B. Cheney, Esq., BNY Mellon Wealth Management, Boston
- Jessica A. Demmerly, Esq., Rubin and Rudman LLP, Boston
- Vaishali Goyal, Esq., Goulston & Storrs, PC, Boston
- Sarah F. Hartline, Esq., Margolis Bloom & D'Agostino LLP, Wellesley Hills
- Kristin M. Kelley, KLR, Private Client Services Group, Waltham
- Jessica G. Kelly, Esq., Freeman Mathis & Gary LLP, Boston
- Jennifer M. Lo, Esq., Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
- Laurel M. Millette, Esq., Transitions Law LLC, Concord
- Kristin A. Monaco, Esq., Nigro, Pettepit & Lucas LLP, Newburyport
- Anna L. Pollard, LifeCare Advocates, Newton Center
- John H. Ramsey, Esq., Goulston & Storrs, PC, Boston
- Michael J. Rossi, Esq., Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston
- Jennifer D. Taddeo, Esq., Estatewise Advisory LLC, Franklin
