Estate Planning 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, 2022
9:30 am - 9:35 am
9:35 am - 11:45 am
11:45 am - 12:00 pm
12:00 pm - 12:30 pm
12:30 pm - 1:30 pm
1:30 pm - 2:30 pm
2:30 pm - 3:30 pm
Kristin M. Kelley, KLR, Private Client Services Group, Waltham
3:30 pm - 4:30 pm
9:30 am - 10:30 am
10:30 am - 11:30 am
11:30 am - 11:45 am
11:45 am - 12:45 pm
12:45 pm - 1:30 pm
1:30 pm - 2:30 pm
2:30 pm - 3:15 pm
3:15 pm - 3:30 pm
3:30 pm - 4:15 pm
4:15 pm - 4:20 pm
Speakers
Cochairs- Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston
- Nikki Marie Sherwood, Esq., Nutter McClennen & Fish LLP, Boston
- Paul Cathcart, Jr., Esq., Hemenway & Barnes LLP, Boston
- Heather B. Cheney, Esq., 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