We’re moving! Effective Monday, April 22, 2024, the Goulston & Storrs Boston Office will be located at One Post Office Square, 25th Floor, Boston, MA 02109. Telephone numbers will remain the same. Close Banner

Estate Planning: MCLE BasicsPlus!®

December 14-15
Virtual

Join attorney John Ramsey for Estate Planning: MCLE BasicsPlus!®, a program built to give 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. Program attendees get advice on how to prepare wills, trusts, health care proxies, and powers of attorney based on a client's financial situation. They will also gain tips on how to conduct client meetings and how to navigate common ethical issues in estate planning, and get an introduction to a variety of issues that are essential for an estate planner, including transfer tax and elder law issues. Attendees leave this program with a solid grounding in estate planning and the ability to jump-start their practice.