McLane Middleton attorney Jon E. Steffensen will be speaking at an upcoming MCLE New England session called “Will & Trust Drafting: MCLE BasicsPlus!” on February 27-28, 2019.
This session is a two-day, comprehensive look at the key elements of will and trust drafting and is an imperative course for every new estate planner. Expert practitioners walk attendees through all the drafting essentials, from pre-drafting considerations to complex clauses to related property and tax issues. Attendees learn practical guidelines and paramount drafting techniques, and have the opportunity to get all their drafting questions answered. Attendees will come away with the tools and skills they need to effectively prepare will and trust documents they can use immediately in their practice.
As part of the session, Jon will be leading the section on “Special Trusts.”
For additional information on this session, click here.
In addition, Jon will serve as program Chair and be joined by Christopher R. Paul as a member of the Faculty for another MCLE New England session on March 26, 2019 called “What Every Estate Planner Needs to Know About the Laws of Other New England States & Florida.”
The session will address the estate tax regimens and important laws of each New England state and laws in Florida that bear on seasonal residents of Florida as well as those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either spend the winter there or who may be considering a change of domicile to the sunshine state. Each panelist focuses on the laws of his/her jurisdiction of expertise covering estate tax provisions with emphasis on those with specific impact on non-domiciliaries owning real property in the subject state, real estate provisions, estate related uniform laws adopted in the jurisdiction, and other aspects of the law of each state that bear on clients that are connected with these states. Attendees will learn to prepare estate plan documents for review and approval by local counsel in the subject jurisdiction and have their initial drafts of estate plan documents close to mark in terms of their efficacy under local law.
For additional information on this session, click here.
Chris is a director at McLane Middleton and co-chair of the firm’s Trusts & Estates Department. He concentrates his practice on trust, estate, income, and transfer tax planning for families and individuals including advising clients in business succession planning, wealth preservation, asset protection, and charitable giving. Chris also represents fiduciaries and beneficiaries in trust and estate administration. Chris can be reached in the firm’s Manchester office at (603) 628-1335 or christopher.paul@mclane.com.
Jon is of counsel in McLane Middleton’s Trusts & Estates Department. He has 45 years of experience in estate planning, estate and trust administration, fiduciary counseling and charitable gift planning. For 40 of those years, he anchored one iteration or another of a boutique firm specializing in the aforementioned practice areas and the firm (formerly Steffensen & Associates, LLC) has now become the new Boston office of McLane Middleton, Professional Association. Jon can be reached in the firm’s Boston office at (617) 523-7935 or jon.steffensen@mclane.com.