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, 2022Day 2 - Friday, December 16, 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
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
Please Note
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
