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 and drafting skills, as well as the ability to elicit and effectively use a substantial body of financial and personal data for each client.
This 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 run your practice well. 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 to draft estate planning instruments while considering the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation.
This 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 run your practice well. 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 to draft estate planning instruments while considering the impact of both the Massachusetts and the federal estate tax exemptions. You also get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation.
Course Content
Day One: August 2nd 20229:30 - 9:35 am
- Welcome and Introduction
- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Initial Steps, Fundamentals, and Estate Planning Documents
- Heidi A. Seely, Esq., Day Pitney LLP, Boston
- Planning with Life Insurance
- Brian J. DesRosiers, Esq., DesRosiesr & Tierney LLC, Beverly
- Lunch (on your own)
- Fiduciary Income Tax Planning
- Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies, Woburn
- Break
- Business Succession Planning
- Amy R. Lonergan, Esq., Day Pitney LLP, Boston
- Key Takeaways
- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Day Two: August 3, 2022
- Welcome and Introduction Day 2
- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Estate, Gift, and GST Tax Planning
- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Ethics Hypotheticals
- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Lunch (on your own)
- Medicaid and Long-Term Care Planning
- Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino, Wellesley
- Break
- Post-Mortem Planning
- Christopher A. Voukides, Esq., Day Pitney LLP, Boston
- Break
- Charitable Planning
- Laura T. Godine, JD, Eaton Vance WaterOak Advisors, Boston
- Ask the Experts Q&A Session
- Katherine M. Sheehan, J.D., SVB Private Bank, 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
Chair- Katherine M. Sheehan, J.D., SVB Private Bank, Boston
- Patricia C. D'Agostino, Esq., Margolis Bloom & D'Agostino, Wellesley
- Brian J. DesRosiers, Esq., DesRosiesr & Tierney LLC, Beverly
- Laura T. Godine, JD, Eaton Vance WaterOak Advisors, Boston
- Amy R. Lonergan, Esq., Day Pitney LLP, Boston
- Richelle Maguire, CPA, DGC, a Division of PKF O'Connor Davies, Woburn
- Heidi A. Seely, Esq., Day Pitney LLP, Boston
- Christopher A. Voukides, Esq., Day Pitney LLP, Boston
