17 - MassNAELA Paralegal Training: Uniform Probate Code
Westin Hotel, Waltham
9 am - 5pm

Estate Planning on Marital Assets in a Divorce
Mass Bar Association,
Attorneys David J. Correira, Denise Squillante
provisions of the Uniform Probate Code impacting estate plans, the use of pre-nuptial agreements to protect family assets and businesses, domestic relations orders, and current case law impacting the revision of estate plans or the transfer of assets during divorce.

25

11 - Hampden County Estate Planning Council
Springfield, MA
11:45 am
$22.00

MCLE Changes to the New MUPC; Guardianship & Conservatorship Tewksbury. See May 6th for description

Massachusetts Guardianship Association Meeting

13 - MCLE Changes to the New MUPC; Guardianship & Conservatorship Taunton. See May 6th for description

MCLE Unanticipated Consequences: Fixing Broken Estate Plans & Trusts
Boston + webcast
8:30 am - 12:30 pm
$195 / $225

18 - MCLE Medicaid Planning & Medicare Set-Asides
Planning, after DRA
Boston + webcast
8:30 am - 12:30 pm
Leo Cushing, Todd Lutsky
$195 - $225

MCLE Changes to the New MUPC; Guardianship & Conservatorship Bedford. See May 6th

19 - MCLE Changes to the New MUPC; Guardianship & Conservatorship Worcester. See May 6th for description

Business Income Insurance
Insurance Inst., Boston
9- 3pm May 19th - 20th
Max Period of Indemnity, Monthly Limit of Indemnity, Agreed Value and Extended Period of Indemnity
$360/ $390

21 - Estate Planning 2010
Leo Cushing, Todd Lutsky
8:30 - 11:30 am
Doubletree Guest Suites,
550 Winter St, Waltham,

Trusts that will work in 2010, 2011, and thereafter; Rodrigues Homestead exemption for property in revocable trust; Medicaid Planning and the Doherty, HUD-1 Regs; Health Care Legislation Taxes; N.H. Domestic Asset Protection Trusts

FREE; To Register: csargent@cushingdolan.com or Xiomara Negron at xnegron@cushingdolan.com.

25 - MCLE What Every Estate Planner in Massachusetts Needs To Know About Laws of Other New England States & Florida
Practical advice from out-of-state practitioners.
Boston + webcast
9:00 am - 12:00 noon
State-Specific Presentation for:
CT, Maine, NH, RI, VT, &
Florida; "Ask the Experts" Q&A Session
$195 / $225

MCLE Changes to the New MUPC; Guardianship & Conservatorship Springfield. See May 6th for description

28

23

24 - Alzheimer's Disease: Legal and Financial Issues
Attorney John L. Roberts. 12:00 Noon
Agawam Sr Center
Reg:(800)272-3900
FREE
Competency in the Elderly - What the Attorney Needs to Know - Dr. Christopher VanKleeck
5:30 pm - 7:30pm
GosselinLaw, 1026 Main St., Winchester, MA (781) 782-6000
FREE

25 - Estate Planning with IrrevocableTrusts &
Disability Planning Case Law Update
12:00 noon
Webcast
David J. Correira, Esq. FREE
events@cilaw.com

Immediate Annuity Tutorial
3 PM
Webcast
Patrick Herndon
Online Registration
FREE

26 -

3 - How to Choose a Financial Advisorwebcast - 2PM
Pensco Trust.
due diligence considerations; avoid a ‘Madoff’;
performance results; evaluate their expertise & credentials
FREE

4 - Boston Estate Planning Council
Member Roundtable lunch
11:30 am - 1pm
BinghamMcCutchen

4 - MCLE Ethical Issues Under UPC
Boston + webcast
9:30 - 11 AM
Linda Bauer, Mark Leahy
$45.00

5

11 - Long Term Care Financing Advisory Committee Public Hearing
10 am - 12 Noon
Northampton Council on Aging.
67 Conz Street
(617)573-1822
Free Refreshments
Long Term Care Insurance PowerPoint

23 - MassNAELA Multi-Site Breakfast Meeting
Programs and services offered by local ASAPs and how clients access.
8am-10am in Marlborough, Peabody, Halifax and Northampton
----------
MCLE Advance Issues Asset Protection
Boston
8:30 AM- 12:30 PM
$125 / $145

24 - NAELA Special Needs Summit
New Orleans, LA

Wed > Thurs - Fri - Sat

RETURN OF THE MOCK TRIAL: Dirty Rotten Scoundrels, Part II
3:30 - 5:00 PM
Boston Estate Planning Council. estate planning issues
Suffolk U Law School
Mock Trial Room
$75.00

25 MCLE Will & Trust Drafting Techniques
Boston + webcasts
9:30 - 11:00 AM every Thursday for the following 6 weeks
$175 / $195

26 - MCLE Long Term Care Planning
Boston
9 AM - 12 Noon
Harry Margolis, Emily Saltz, Rebecca Benson, David Keefe, III of Eagle Strategies. cover comprehensive planning
$125 / $145

1 - New Years Day

8 - MCLE Estate Planning Conference
Boston
8:30 AM - 5PM
$245 / $275 / $295

11- Alzheimer's Caregiver Series: Why We See What We See
Nancy Harper, RN; how brain changes affect behavior;
Orchard Valley, Wilbraham 7:30 Breakfast,
8 - 9:30 am class
(413) 596-0006
FREE

How to Get Retirement Benefits You're Entitled To
Jeanne Medeiros, Legal Coordinator, Pension Act Center, UMass Boston Gerontology Institute
12 Noon at Margolis & Bloom, 535 Boylston Street, Copley Sq. Boston
jbm@margolis.com
617/267-9700
FREE

12 - Hampden County Estate Planning Council
Springfield, MA
11:45 am $22.00

US Trust Advisor Series
Boston Harbor Hotel, Rowes Wharf; 7:30 am
Tax & Estate Planning using Roth IRA
(617) 434-7485
FREE

Roth IRAs: Advantages for Clients
Boston Estate Planning Council Brown Bag Lunch
11:30 am
BinghamMcCutchen. Floor 13
One Federal Street
Boston
$45 non members

19 - Massachusetts Special Election Day
US SENATE

MassNAELA Dinner Meeting
Waltham
6:00 PM
MassHealth post approval, over asset, annual review, community spouse, estate recovery
$60 / $85

20 - Statute of Limitations Issues in Estate and Trust Matters
4:00 PM - 7:00 PM
Mass Bar Assoc
Conf Room 101
20 West Street, Boston
$115 / $160

Insurance Library Assoc. Business Income Insurance
at Hingham Mut. Ins.,9:00 AM to 3:00 PM + Thurs. Jan. 21. Period of indemnity, limit of indemnity, agreed value, extended indemnity, coinsurance
$390 / $360

21 - NELF Wow Program
12 noon - 8 PM Grapevine TX
Trusts and RMD Rules, Family Dynamics
$75.00

22 -Proposed Massachusetts Uniform Trust Code ("MUTC")
Boston Bar Association - 16 Beacon Street
12:30 pm
Raymond Young (Report), Marc . Bloostein, Thomas Jalkut
FREE

NAELA UnProgramGrapevine, TX
Friday-Sat-Sun.

$275 / $375 + Hotel: $139 /night

25 - Heckerling Institute Orlando, Florida. Mon.>> Fri. $930 + hotel

Alzheimer's Caregiver CEU: Caring for People with Alzheimer's Disease:
Nancy Harper, RN; habilitative approach to care environment;
at Orchard Valley, Wilbraham
7:30 am Breakfast,
8 - 9:30 am class
(413) 596-0006
FREE

28- Estate Planning For Second Marriages

12 Noon - 1:15pm webinar federal estate tax, planning for second marriages
events@estateplanningelderlaw.com
FREE