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Brown Bag Lunch Seminar: Fundamentals of Estate Planning - Part One
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Brown Bag Lunch Seminar:  Fundamentals of Estate Planning - Part One

2/27/2019
When: Wednesday, February 27, 2019
From 12:30 PM - 2:00 PM
Where: Goodwin Procter LLP
100 Northern Ave, 17th Floor
Boston, Massachusetts  02210
United States
Contact: Melissa Striharsky
(978) 364-5170


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The BEPC Education Committee will be hosting a brown bag lunch seminar February 27, 2019 from 12:30 PM to 2:00 PM on the

“Fundamentals of Estate Planning - PART ONE”  

 Hosted by: Goodwin Procter LLP 

 

Description:

This program is the first installment in the new BEPC Fundamentals Series, and will cover the basics of representing clients with their estate planning.  Topics will include assessing clients’ goals during an initial meeting, drafting standard estate planning instruments, and assisting clients and their loved ones throughout the probate process.  

Presenters:

Marlee Cowan is a Partner with Pabian & Russell, LLC in Boston. She focuses her practice on probate litigation, guardianships, conservatorships, trust disputes, will contests, estate and probate administration, estate planning, and tax matters.  Attorney Cowan is a Co-Author of the chapter entitled “Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act” in the book Guardianship and Conservatorship Practice, published by MCLE in 2017.  Attorney Cowan is also a Co-Author of the chapter entitled “Tax Liens and Liens Arising from Death” in the book Massachusetts Real Estate Tax Liens, published by MCLE in 2017.  Attorney Cowan is President of the Board of Directors for the Massachusetts Guardianship Association and the Chair of the 2019 Annual Guardianship Conference.  She is also a member of USA500 Clubs where she serves as a Co-Facilitator of the Rising Stars Roundtable and is a member of the Elder Care Roundtable.  Additionally, Attorney Cowan is a member of the Member Involvement Committee and the BEPC Tomorrow Committee for the Boston Estate Planning Council.  Attorney Cowan is an active member of the Boston Bar Association, Massachusetts Bar Association, Trusts & Estates Consortium and National Guardianship Association.  Attorney Cowan is licensed to practice in Massachusetts and New Hampshire. Attorney Cowan has been designated as a Rising Stars by Super Lawyers for each consecutive year beginning in 2015.  Attorney Cowan is a graduate of the University of California at Berkeley and New England School of Law, where she received numerous academic awards. 



Lisa Weinstein Burn is a partner in Rimon’s Private Client Group and a Fellow of the American College of Trust & Estate Counsel. For over 20 years, Ms. Burns has concentrated her practice in the areas of tax planning, multi-generational wealth transfers, business succession planning, estate planning and estate administration. Ms. Burns approaches estate planning as a holistic process.  Estate planning is one of the most important investments a person can make. Ms. Burns seeks to protect a family’s well-being by preserving the wealth that has taken a lifetime or more to acquire through creation of a plan to promote family harmony and minimize taxes to the extent feasible. She listens to clients’ needs and coordinates with their advisors to customize documents and overall planning strategies to meet those needs. Her work with clients includes drafting a variety of estate planning documents including wills, revocable trusts, irrevocable insurance and generation-skipping trusts, qualified personal residence trusts, charitable trusts, durable powers of attorney and healthcare proxies. Ms. Burns also assists executors and fiduciaries with estate and trust administration matters.


Megan Neal is a trusts and estates attorney at Nixon Peabody in Boston.  She concentrates her practice in the area of trusts and estates law for middle to high net worth individuals. Megan’s practice includes gift, estate and generation-skipping transfer tax planning, business succession, asset protection planning, and fiduciary representation.  She is a fellow of the American College of Trust and Estate Counsel (ACTEC).  Megan is a member of both the Boston and New Hampshire Estate Planning Councils and served as the president of the New Hampshire Estate Planning Council during the 2015-2016 fiscal year.  She is also a member of the Boston Bar Association’s Tax Committee and serves as Co-Chair of the New Hampshire Bar Association’s Trusts & Estates Section. Megan frequently presents seminars to other professionals on various estate planning topics, and her articles have appeared in the New Hampshire Bar Journal and the New Hampshire Bar News.  She earned her B.S. in Economics and Dance from Skidmore College and her J.D. from Syracuse University College of Law.  Megan also earned her LL.M. in Taxation from Boston University College of Law, where she received the Ernest M. Haddad Award, which is presented to the Graduate Tax Program student who best exhibits overall ability taking into consideration academic achievement, character and potential to serve the public interest.


Category of Track: Legal
Level of Track: Fundamentals

 

 *To view the full list and descriptions for BEPC Educational Tracks, click here.