Charitable Giving Basics for Estate Planners

02/05/2020 - 12:30 PM to 1:30 PM
This program will provide an introduction to charitable planning. We will discuss the reasons for charitable giving, the types of property that can be used to make a charitable gift, and the techniques that can be used to achieve clients’ charitable goals....
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Administering Trusts Holding Specialty/Unique Assets

02/10/2020 - 12:00 PM to 1:00 PM
This program will discuss specialty/unique assets, risks associated with investing or holding these assets, and the fiduciary’s role in managing these assets....
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CLE - Blended Families: What Trust & Estate Lawyers Need to Know About Divorce Law

02/27/2020 - 3:00 PM to 5:00 PM
Come and learn specific estate planning techniques for blended families, including children from prior relationships, and how to avoid the pitfalls exhibited in recent case law....
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Probate Overview

02/28/2020 - 12:00 PM to 1:30 PM
This program will provide an overview of the probate process in Massachusetts, including factors to consider when selecting the type of probate, identifying probate property, completing court paperwork, preparing court accountings, closing the probate estate, and when and how to obtain a license to sell....
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