An estate plan is so much more than just the documents we draft. As estate planning attorneys, the clients’ financial security is often in the hands, and it is essential that we protect their interests and safeguard their information. Hear the faculty discuss several significant mistakes that can compromise a client’s financial security and how such problems can be avoided.
Course Content
9:30 - 9:48 amPowers of Attorney: Avoiding Loss of Control of Assets and Protecting Clients from Identity Theft
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
9:48 - 10:10 am
Trust Planning and Lining Up the Assets
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:10 - 10:19 am
Interplay Between Trust Transfers and Medicaid Eligibility
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
10:19 - 10:34 am
Protection of the Estate Planner Regarding Data Collection and Retention
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
10:34 - 10:43 am
'Ask the Experts' Q&A Session and Key Takeaways
Panel
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyLaurel M. Millette, Esq.,
Transitions Law LLC, Concord
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
