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First Wednesday Fundamentals: Basic Estate Plan Documents

Wednesday, November 7, 2012 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


This is the second part in a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the areas of estate planning and probate administration.  The series will cover substantive legal aspects of the practice, as well as practice tools, management and marketing concepts necessary to build a successful Trusts and Estates practice.

This second session will provide an overview of documents found in many basic estate plans.  Speaker Matthew R. Hillery, of Edwards Wildman Palmer LLP, will discuss the general operation of wills, revocable trusts, durable powers of attorney and health care proxies.  He also will discuss important provisions found in these documents, with a special focus on marital deduction formulas. 


Sponsoring Section/Committee(s):




Jennifer Jones


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