Join estate planning practitioners, fiduciary counsel, and fiduciary litigators as we celebrate this year’s 26th Annual Estate Planning Conference 2025! The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year. We look forward to seeing you there!Estate planning, trust administration and fiduciary litigation all in one Conference!
Course Content
9:30am - 9:35am - Welcome and IntroductionSarah Ryan Grandfield, Esq.,
Fiduciary Trust Company, Boston
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston
9:35am - 11:00am - Estate Planning in A New Political Landscape
Renat V. Lumpau, Esq.,
Choate Hall & Stewart LLP, Boston
Justin Rhuda, Esq.,
Choate Hall & Stewart LLP, Boston
Cara Howe Santoro, Esq.,
Holland & Knight LLP, Boston
11:00am - 11:15am - Break
11:15am - 12:40pm - Directed Trusts - Drafting, Administration, and Jurisdictional Insights
Eric R. Cunnane, Esq.,
Fiduciary Trust Company of New England, Manchester
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
Megan C. Knox, Esq.,
McDonald & Kanyuk, PLLC, Concord
Sarah Ryan Grandfield, Esq.,
Fiduciary Trust Company, Boston
12:40pm - 1:40pm - Lunch (on your own)
1:40pm - 3:00pm - Updates, Answers, and Tips for Success from Inside the Probate and Family Court
Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Woburn
Maria Dunn, Esq.,
Middlesex Probate and Family Court South, Commonwealth of Massachusetts, Woburn
John Joe M. Hallissey, Esq.,
Norfolk Probate and Family Court, Commonwealth of Massachusetts, Canton
Lydia Z. Hochheimer, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston
3:00pm - 3:10pm - Break
3:10pm - 4:30pm - Virtual Representation and GAL Appointments in Estate and Trust Administration and Litigation
Leiha Macauley, Esq.,
Day Pitney LLP, Boston
Mark E. Swirbalus, Esq.,
Holland & Knight LLP, Boston
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston
Speakers
CochairsSarah Ryan Grandfield, Esq.,
Fiduciary Trust Company, Boston
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston
Faculty
Eric R. Cunnane, Esq.,
Fiduciary Trust Company of New England, Manchester
Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Woburn
Maria Dunn, Esq.,
Middlesex Probate and Family Court South, Commonwealth of Massachusetts, Woburn
Annette K. Eaton, Esq.,
The Northern Trust Company, Boston
John Joe M. Hallissey, Esq.,
Norfolk Probate and Family Court, Commonwealth of Massachusetts, Canton
Lydia Z. Hochheimer, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston
Cara Howe Santoro, Esq.,
Holland & Knight LLP, Boston
Megan C. Knox, Esq.,
McDonald & Kanyuk, PLLC, Concord
Renat V. Lumpau, Esq.,
Choate Hall & Stewart LLP, Boston
Leiha Macauley, Esq.,
Day Pitney LLP, Boston
Justin Rhuda, Esq.,
Choate Hall & Stewart LLP, Boston
Mark E. Swirbalus, Esq.,
Holland & Knight LLP, Boston
