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Chris Paul and Jon Steffensen to Present at Upcoming MCLE Event

McLane Middleton attorneys Christopher R. Paul and Jon E. Steffensen will be participating in an upcoming MCLE panel discussion on the topic of “What Every Estate Planner Needs to Know About the Laws of Other New England States & Florida.”

The session, which will take place on March 6, 2018 from 9:00 a.m. to 12:00 p.m. at the MCLE Conference Center in Boston, will count for three CLE (substantive) credits.  The session will also available as a webcast.

The presentation will address the estate tax regimens and important laws of each New England state and laws in Florida that bear on your 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 here 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 winter there or who may be considering a change of domicile to the sunshine state.

Jon will be the moderator for the session and Chris will serve as a member of the panel.

Chris is a director and vice chair of McLane Middleton’s Trusts and 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 [email protected].

Jon has nearly 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 Boston office of McLane Middleton, Professional Association.  Jon can be reached in the firm’s Boston office at (617) 523-7935 or [email protected].

For additional information on this presentation, click here.

Integrity and trust

At McLane Middleton we establish and maintain long-standing relationships with our clients to help us better achieve their unique goals over time. This approach to building trust requires that our esteemed lawyers and professionals use their broad, in-depth knowledge and work together with integrity to ascertain sound resolutions to legal matters for their clients.

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McLane Middleton is made up of more than 105 attorneys who represent a broad range of clients throughout the region, delivering customized solutions. As a firm we are recognized as having the highest legal ability rating. The firm is rated Preeminent by Martindale Hubbell and is recognized as one of the nation's leading law firms in Chambers USA. Our attorneys are distinguished leaders in their respective practice areas.

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Commitment and collaboration

McLane Middleton's versatile group of attorneys and paralegals become trusted authorities on each case through collaboration. We work with our clients to learn their individual needs first and foremost and, together, we develop comprehensive solutions to their specific legal matters. This approach helps us exceed our clients' expectations efficiently and effectively, client by client, case by case.

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McLane Middleton was established in 1919 in New Hampshire, and has five offices across two states. However, deep historical roots don't allow you to become innate. Our firm is organized, technological, and knowledgeable. Our history means we are recognized. But our reputation is built on the highest quality of service and experience in very specific areas of law.

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Our team continuously seeks opportunities to enhance their professional development and put key learnings to action. The pursuit of further insight guides us to volunteer service opportunities, speaking engagements, and teaching roles. Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.