24th Annual Estate Planning Conference 2023


Training
6 Hours
Massachusetts Continuing Legal Education, Inc. (MCLE)
ID: 5866399

The host is pleased to offer this program to an in-person audience at the Boston conference center in addition to the live and recorded webcasts. Masks are encouraged.

Join estate planning practitioners, fiduciary counsel, fiduciary litigators, and representatives from the Probate and Family Court as we return in person at this year’s 24th Annual Estate Planning Conference 2023! The Conference distills the key issues, new developments, court trends, and practice tips you need to know about for the upcoming year.

Course Content

9:30am - 9:35am

Welcome and Introduction

9:35am - 10:45am

24th Annual Estate Planning Conference 2023: Current Trends in Charitable Planning

Brad Bedingfield, Esq.,
Hemenway & Barnes LLP, Boston
Cameron Casey, Esq.,
Choate Hall & Stewart LLP, Boston

10:45am - 11:00am

Networking and Refreshment Break

11:00am - 12:50pm

The MUPC - Reflections After the First Decade
Tamara L. Sturges, Esq.,
Egleson & Sturges LLC, Waltham
Evelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston
Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Cambridge
Pamela Casey-O'Brien,
Essex Probate and Family Court, Commonwealth of Massachusetts, Salem
James J. Casiello, Jr., Esq.,
Goulston & Storrs, PC, Boston

12:50pm - 1:50pm

Lunch

1:50pm - 3:05pm

Estate Planning in a High Interest Rate and Volatile Market
Kristin T. Abati, Esq.,
Choate Hall & Stewart LLP, Boston
Renat V. Lumpau, Esq.,
Choate Hall & Stewart LLP, Boston
Matthew R. Hillery, Esq.,
Goulston & Storrs, PC, Boston

3:05pm - 3:20pm

Networking and Refreshment Break

3:20pm - 4:30pm

24th Annual Estate Planning Conference 2023: Dispute Resolution

Jillian B. Hirsch, Esq.,
Hirsch Law LLC, Newton
Joseph D. Kropp, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley

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

Cochairs
Suma V. Nair, JD,
Fiduciary Trust Company, Boston
Marshall D. Senterfitt, Esq.,
Holland & Knight LLP, Boston

Faculty
Kristin T. Abati, Esq.,
Choate Hall & Stewart LLP, Boston
Brad Bedingfield, Esq.,
Hemenway & Barnes LLP, Boston
Cameron Casey, Esq.,
Choate Hall & Stewart LLP, Boston
Pamela Casey-O'Brien,
Essex Probate and Family Court, Commonwealth of Massachusetts, Salem
James J. Casiello, Jr., Esq.,
Goulston & Storrs, PC, Boston
Tara E. DeCristofaro, Esq.,
Register, Middlesex Probate and Family Court, Commonwealth of Massachusetts, Cambridge
Matthew R. Hillery, Esq.,
Goulston & Storrs, PC, Boston
Jillian B. Hirsch, Esq.,
Hirsch Law LLC, Newton
Joseph D. Kropp, Esq.,
Gilmore, Rees & Carlson, PC, Wellesley
Renat V. Lumpau, Esq.,
Choate Hall & Stewart LLP, Boston
Evelyn J. Patsos, Esq.,
Probate and Family Court, Commonwealth of Massachusetts, Boston
Tamara L. Sturges, Esq.,
Egleson & Sturges LLC, Waltham

Course Content

Speakers

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