*Keep checking back as more sessions will be added in the weeks to come.
Tuesday, July 30, 2019
Early Registration 8:00 AM - 9:00 AM
Initial Client Visit 9:00 AM - 12:00 PM
Massachusetts Forum Meeting 9:00 AM - 5:00 PM
Estate Planning Essentials 9:00 AM - 5:00 PM
Business Law Essentials 9:00 AM - 5:00 PM
Trust Admin Essentials 2:00 PM - 5:00 PM
Fenway Park VIP Experience 6:00 PM - 10:00 PM
Wednesday, July 31, 2019
Registration Open/Light Breakfast 7:00 AM - 8:00 AM
Opening Session 8:00 AM - 9:00 AM
First Impressions Are Everything: The Initial Client Call 9:15 AM - 10:15 AM
Marital Deduction Planning in the New Tax Environment 9:15 AM - 10:15 AM
Firearms in Trusts & Estates - What Could Go Wrong 9:15 AM - 10:15 AM
How to Make Money in Trust Administration 9:15 AM - 10:15 AM
Adding Business Planning to an Estate Planning Practice 9:15 AM - 10:15 AM
IP Basics for Small Business Attorneys 10:30 AM - 11:30 AM
Private Decanting 10:30 AM - 11:30 AM
Efficient Case Management 10:30 AM - 11:30 AM
Death of Trust Funding: Aligning, Verifying, and Tracking Assets 10:30 AM - 11:30 AM
Keynote Speaker 12:30 PM - 2:30 PM
Becoming Indispensable: How To Be Your Firm's Greatest Asset 1:00 PM - 2:30 PM
Estate Planning for Large Estates 2:45 PM - 3:45 PM
The “Hidden In Plain Sight” Profit Center: Increase Firm Revenues and Value By Offering Trustee Services 2:45 PM - 3:45 PM
Choice of Entity and Planning Post-Tax Reform 2:45 PM - 3:45 PM
Working Efficiently with Virtual Collaboration Tools 2:45 PM - 3:45 PM
How to Provide Comprehensive Planning Services to Seniors and Clients With Disabilities 2:45 PM - 3:45 PM
Vision, Strategy, and Execution - A Framework to Improve Your Law Firm 2:45 PM - 3:45 PM
Self-Directed IRAs 4:00 PM - 5:00 PM
Not All Families Look Alike 4:00 PM - 5:00 PM
How to Handle the Difficult Client 4:00 PM - 5:00 PM
Principles of Fiduciary Income Tax 4:00 PM - 5:00 PM
Leadership through Empowerment: Increasing Profits by Empowering your Team to Take Ownership of Your Firm 4:00 PM - 5:00 PM
How to Avoid Malpractice When Representing Seniors 4:00 PM - 5:00 PM
Attendee Appreciation Reception - Thompson Island 5:30 PM - 9:00 PM
Thursday, August 1, 2019
Business Succession Planning 8:00 AM - 9:30 AM
How to Handle Retirement Accounts in Special Needs Planning 8:00 AM - 9:30 AM
Thriving in Estate Planning 8:00 AM - 9:30 AM
The Soul of the Law: How to Forge Lasting Relationships for a Rich Cultural, Personal and Professional Life 8:00 AM - 9:30 AM
Don't Give up 5 Minutes before the Miracle (Substance Abuse/Competence) 8:00 AM - 9:30 AM
Be the CEO of Your Practice 9:45 AM - 11:00 AM
Drafting to Maximize Transfer Tax & Income Tax Benefits 9:45 AM - 11:00 AM
Drafting for LLC Formations 9:45 AM - 11:00 AM
Fiduciary Selection 9:45 AM - 11:00 AM
Ethical Issues in Representing Clients with Diminished Capacity 9:45 AM - 11:00 AM
How to Accomplish More on Monday than Most People Do in an Entire Week 2:15 PM - 3:45 PM
Making Your Estate Planning Documents Litigation Proof 2:15 PM - 3:45 PM
Current Developments in Trusts and Estates 2:15 PM - 3:45 PM
Drafting Bootcamp 2:15 PM - 3:45 PM
Friday, August 2, 2019
The Importance of Basis 8:00 AM - 9:00 AM
The Three Key Financial Reports and Five Key Metrics in Your Practice 8:00 AM - 9:00 AM
Asset Protection Update 8:00 AM - 9:00 AM
Case Studies in Estate Planning for Retirement Benefits 9:05 AM - 11:30 AM
Closing Remarks 11:30 AM - 12:00 PM