Estate Planning: BasicsPlus! (Recorded)

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Training
12 Hours
December 16, 2022
Massachusetts Continuing Legal Education, Inc. (MCLE)
ID: 5866256

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, 2022

9:30 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

Webcasts are 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.

Speaker

Aimee Fukuchi Bryant, Esq., Fiduciary Trust Company, Boston

Course Content

Speaker

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