Course Content
Day One: June 12
9:30 - 11:15 am: Will & Trust Drafting: Preliminary Matters and Incapacity Documents
Colin O. Sherer, Esq., Burnett & Sherer LLC Providence
11:15 - 11:30 am: Break
11:30 - 1:15 pm: Will Provisions
Molly R. Soiffer, Esq., Bove & Langa, PC Boston
1:15 - 2:15 pm: Lunch (on Your Own)
2:15 - 4:30 pm: Drafting the Trust
Christine E. Carlstrom, Esq., Goodwin Procter Boston
Day Two: June 13
9:30 - 11:15 am: Trust Provisions
Courtney N. Carr, Esq., Choate Hall & Stewart LLP Boston
11:15 - 11:30 am: Break
11:30 - 1:15 pm: Special Trusts
Jon E. Steffensen, Esq., McLane Middleton Boston
1:15 - 2:15 pm: Lunch (on your own)
2:15 - 4:25 pm: Overview of Generation-Skipping Transfer Tax Provisions and Discussion of Trusts for Children and Grandchildren
Patricia Schatzlein Smock, Esq., Fiduciary Trust Company Boston
4:25 - 4:30 pm: Key Takeaways
Courtney N. Carr, Esq., Choate Hall & Stewart LLP Boston
