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Managing Family Conflict in Estate Planning

  • Training

  • Massachusetts Continuing Legal Education, Inc. (MCLE)
  • ID: 5944828

THE 60-MINUTE LAWYER

Estate planning is a uniquely rewarding practice because we have the privilege of working with individuals and families of varied shapes and sizes. Most family dynamics, however, encompass some level of conflict, which frequently surfaces in the estate planning process. Learning how to identify this conflict when it exists-and astutely navigating the choppy interpersonal waters that can be churned up as a family works with you-is essential to being an effective planner.

Hear from two experienced estate planners as they explain the significance and impact of family discord in estate planning, discuss some of the more common ways conflict appears in their clients' families, and share effective tools for successfully providing counsel in the context of family discord. This one-hour webcast concludes with real-world examples and a Q&A.

Course Content

12:00 - 12:05 pm
Introduction
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord

12:05 - 12:10 pm
Importance of Family Dynamics in Estate Planning
Mary Clements Pajak, Esq.,
Pierce Atwood LLP, Boston

12:10 - 12:18 pm
Estate Planning - First Step Always: Identify Who the Client Is
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord

12:18 - 12:25 pm
Estate Planning Second Step: Maintaining Goals and Objectives in Mangaing Family Dynamics
Mary Clements Pajak, Esq.,
Pierce Atwood LLP, Boston

12:25 - 12:33 pm
Observation as a Key to Providing Great Estate Planning Counsel in Handling Family Dynamics
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord

12:33 - 12:45 pm
Options for Addressing Family Conflict in Estate Planning
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Mary Clements Pajak, Esq.,
Pierce Atwood LLP, Boston

12:45 - 12:57 pm
Insights on Managing Family Dynamics in Estate Planning
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Mary Clements Pajak, Esq.,
Pierce Atwood LLP, Boston

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

Faculty
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Mary Clements Pajak, Esq.,
Pierce Atwood LLP, Boston