Estate Planning: BasicsPlus! gives practitioners a solid foundation in the skill set and tools necessary to establish a successful estate planning practice. The program focuses on practical application of the law involved in planning for a modest estate, although it also introduces concerns that arise in larger or more complex estates. You get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on your client's financial situation. You gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning. You also get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. You leave this program with a solid grounding in estate planning and the ability to jump-start your practice.
Course Content
Day 1 - Thursday, December 15, 20229:30 am - 9:35 am
Welcome and Introduction
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Nikki Marie Sherwood, Esq.,
Nutter McClennen & Fish LLP, Boston
9:35 am - 11:45 am
Introduction to Intestacy and Basic Estate Planning
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
11:45 am - 12:00 pm
Break
12:00 pm - 12:30 pm
The Estate Planning Process
Nikki Marie Sherwood, Esq.,
Nutter McClennen & Fish LLP, Boston
12:30 pm - 1:30 pm
Introduction to Trusts
Vaishali Goyal, Esq.,
Goulston & Storrs, PC, Boston
John H. Ramsey, Esq.,
Goulston & Storrs, PC, Boston
1:30 pm - 2:30 pm
Lunch (on your own)
2:30 pm - 3:30 pm
Introduction to Transfer Taxes
Kristin M. Kelley,
KLR, Private Client Services Group, Waltham
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
3:30 pm - 4:30 pm
Marital Deduction Planning
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Day 2 - Friday, December 16, 2022
9:30 am - 10:30 am
Planning for Retirement Benefits
Heather B. Cheney, J.D.,
BNY Mellon Wealth Management, Boston
10:30 am - 11:30 am
Ethical Issues in Estate Planning
Jessica G. Kelly, Esq.,
Freeman Mathis & Gary LLP, Boston
11:30 am - 11:45 am
Break
11:45 am - 12:45 pm
Elder Law Issue Spotting
Jessica A. Demmerly, Esq.,
Rubin and Rudman LLP, Boston
Sarah F. Hartline, Esq.,
Margolis Bloom & D'Agostino LLP, Wellesley Hills
12:45 pm - 1:30 pm
Lunch (on your own)
1:30 pm - 2:30 pm
Medicaid Planning
Jessica A. Demmerly, Esq.,
Rubin and Rudman LLP, Boston
Sarah F. Hartline, Esq.,
Margolis Bloom & D'Agostino LLP, Wellesley Hills
2:30 pm - 3:15 pm
Ask a Care Manager
Jessica A. Demmerly, Esq.,
Rubin and Rudman LLP, Boston
Anna L. Pollard,
LifeCare Advocates, Newton Center
3:15 pm - 3:30 pm
Break
3:30 pm - 4:15 pm
Post-Mortem Planning
Paul Cathcart, Jr., Esq.,
Hemenway & Barnes LLP, Boston
4:15 pm - 4:20 pm
Key Takeaways
Aimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Nikki Marie Sherwood, Esq.,
Nutter McClennen & Fish 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
CochairsAimee Fukuchi Bryant, Esq.,
Fiduciary Trust Company, Boston
Nikki Marie Sherwood, Esq.,
Nutter McClennen & Fish LLP, Boston
Faculty
Paul Cathcart, Jr., Esq.,
Hemenway & Barnes LLP, Boston
Heather B. Cheney, J.D.,
BNY Mellon Wealth Management, Boston
Jessica A. Demmerly, Esq.,
Rubin and Rudman LLP, Boston
Vaishali Goyal, Esq.,
Goulston & Storrs, PC, Boston
Sarah F. Hartline, Esq.,
Margolis Bloom & D'Agostino LLP, Wellesley Hills
Kristin M. Kelley,
KLR, Private Client Services Group, Waltham
Jessica G. Kelly, Esq.,
Freeman Mathis & Gary LLP, Boston
Jennifer M. Lo, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Laurel M. Millette, Esq.,
Transitions Law LLC, Concord
Kristin A. Monaco, Esq.,
Nigro, Pettepit & Lucas LLP, Newburyport
Anna L. Pollard,
LifeCare Advocates, Newton Center
John H. Ramsey, Esq.,
Goulston & Storrs, PC, Boston
Michael J. Rossi, Esq.,
Conn Kavanaugh Rosenthal Peisch & Ford LLP, Boston
Jennifer D. Taddeo, Esq.,
Estatewise Advisory LLC, Franklin
