O R D E R F O R M REFERENCE # 09-124

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BOSTONThursday, December 4, 2008

LOWELLThursday, December 11, 2008

WORCESTERThursday, December 18, 2008

P R O G R A M S

REGISTER…By mail, fax, e-mail, phone or at the door! BEST Practices.BEST Prices.

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Total $

Handling a "Simple" Estate Plan

Prepare an effective plan—initial meeting through execution

Spot the issues—avoid thetraps—gain the expertise“Simple” estate plans aren't always thatsimple. You need to make them complete andworkable. You need to solidify yourrelationship with your clients and get theimportant information necessary to cover allcontingencies. You need to spot hidden issuesand avoid mistakes that can make the plandeviate from your client's objectives.Furthermore, as a busy lawyer, you need totake measures to ensure that you arefollowing the most recent changes in thelaw—and do it all quickly and efficiently.Here's a program that teaches you how.

You will learn…� What information is absolutely essential—and how you can gather it effectively

� How to spot the conflicts of interest andother ethical issues that may prevent youfrom representing a potential client

� The elements of a complete estate plan� Drafting and the execution of the plan'sdocuments

� Steps you must take to ensure your plan isworkable

Learn the process—from beginning to endMaximize your initial telephone contact;use a questionnaire to obtain essentialinformation, potential conflicts whenrepresenting married couples; exploreconcerns about divorce, disability, problemchildren, and other sensitive matters; disclosefees; draft effective engagement letters.

Master the planning processDesign a plan that will minimize estate taxes,deal with long-term care planning issues, andcarry out dispositive wishes; think throughthe mechanics in terms of the clients' specificassets, including joint and other non-probateinterests.

Draft effective documentsGet tips for basic wills, trusts, durable powersof attorney, and health care proxies; learncommon drafting problems and errors;educate your client clearly on what you're

asking him or her to sign; learn how anexplanatory cover letter serves both you andthe client; ensure proper execution; safeguardinstruments; learn when and how to maintaincontact with your client.

Avoid mistakesGet briefed on various common situationsthat raise special problems—unequal gifts tochildren, second marriage, and how to knowwhen you need to seek extra guidance.

FacultyJudith R. Mendel, Esq., Chair Mendel & Associates, Waltham Hyman G. Darling, Esq. Bacon Wilson, PC, Springfield Robert A. Gorfinkle, Esq. Law Offices of Robert A Gorfinkle, BraintreeDavid A. Fisette, Esq. Danvers

S E M I N A R

DATE AND LOCATIONThursday, December 4, 20089 a.m. – 12 noonMCLE Conference Center, Ten Winter Place, via Winter Street,Boston

PROGRAM NO. 2090088P01

DATE AND LOCATIONThursday, December 11, 20089 a.m. – 12 noonDoubletree Hotel Lowell, 50 Warren Street, Lowell

PROGRAM NO. 2090088P02

DATE AND LOCATIONThursday, December 18, 20089 a.m. – 12 noonCrowne Plaza Hotel Worcester, 10 Lincoln Square,Worcester

PROGRAM NO. 2090088P03

Ethics Credit Substantive Credits

TUITION includes written materials� MCLE Sponsor Members . . . . . . .$175� MBA/BBA Members . . . . . . . . . . .$185� All Others . . . . . . . . . . . . . . . . . .$195

For new lawyers admitted after 2004,pending admittees, and law students who are

� MCLE Sponsor Members . . . . . . . .$95� MBA/BBA Members . . . . . . . . . . .$125

CAN’T ATTEND?Written Materials� MCLE Sponsor Members . . .$130� Nonmembers . . . . . . . . . . . .$145CD� MCLE Sponsor Members . . .$120� Nonmembers . . . . . . . . . . . .$135

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SPECIAL NEW LAWYER DISCOUNT

Drafting EstatePlans CONTENTS AT-A-GLANCE

� Introduction� The Single Individual or Couple With or Without Minor Children

� The Married Couple with a Taxable or Potentially Taxable Estate

� Older Clients and LongTerm Care� Planning for Disabled Beneficiaries� Making Charitable Contributions� Family-Owned Businesses and LLCs� Planning Bequests or Gifts to Grandchildren

� Postmortem Planning� Retirement Planning

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Handling a "Simple" Estate PlanPrepare an effective plan—initial meeting through execution