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Ethics of Managing Family Dynamics in Estate Planning

  • Training

  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5944583
Family legacy, posterity planning, and wealth transfer in estate planning are challenging-adding a difficult family situation can make it seem impossible. Enlightened approaches to various commonplace problems are illustrated by knowledgeable and experienced faculty who guide you through successful management of various family dynamics. Although estate tax minimization has long been a primary focus for estate planning attorneys, the effective estate counsel must be prepared to concentrate on the underlying structural and behavioral considerations from which estate planning solutions should be crafted.

This seminar spotlights familiar scenarios an estate planning attorney may confront when planning for inheritance, ethical considerations, asset distribution, and essential communication approaches to satisfactorily represent your client while reducing family conflicts.

Course Content

9:30 - 9:35 am
Welcome and Introduction
Jennifer S. Ewing, Esq.,
Ropes & Gray LLP, Boston

9:35 - 10:25 am
Hypothetical 1: Diminished Capacity
Michael J. Simolo, Esq.,
Fierst Bloomberg Ohm LLP, Northampton

10:25 - 11:15 am
Hypothetical 2: Second Marriage Situation
Jennifer S. Ewing, Esq.,
Ropes & Gray LLP, Boston

11:15 - 11:25 am
Refreshment Break

11:25 - 12:15 pm
Hypothetical 3: Business Succession Planning
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge

12:15 - 12:20 pm
Key Takeaways
Panel

12:20 - 12:30 pm
'Ask the Experts' Q&A Session
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

Chair
Jennifer S. Ewing, Esq.,
Ropes & Gray LLP, Boston

Faculty
Jennifer A. Civitella Hilario, Esq.,
JC Hilario, PC, Cambridge
Michael J. Simolo, Esq.,
Fierst Bloomberg Ohm LLP, Northampton