Presented by the Maine State Bar Association Elder Law and Trust & Estates Sections.
CLE CREDITS: Friday, May 5: Earn up to 6.0, including the opportunity to earn 1.0 ethics*
CLE CREDITS: Saturday, May 6: Earn up to 5.5. including the opportunity to earn 1.0 ethics*
CLE CREDITS: *
This program has been approved for PRACPRO credits.
24 TOPICS & 43 SESSIONS
Nowhere else can you find a seminar that offers so many great choices. Choose from 24 thought-provoking topics and create your own agenda. There’s something for everyone!
ABOUT OUR GUEST SPEAKER
Natalie Choate is an attorney with the Boston firm of Nutter McClennen
& Fish. Her practice is limited to consultations on estate planning for retirement benefits. Her two books, Life and Death Planning for Retirement Benefits and The QPRT Manual, are leading resources for estate planning professionals.
Ms. Choate is a fellow and former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. She serves as an editorial advisor for Trusts and Estates. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she is listed in The Best Lawyers in America. The National Association of Estate Planners and Councils has awarded her the “Distinguished Accredited Estate Planner” designation.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates,Tax Practitioners Journal, and Tax Management. Ms. Choate has lectured in 49 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning, and Financial World.
A Boston native, Ms. Choate is a graduate of Radcliffe College and Harvard Law School.
ONE-DAY REGISTRATION FEES:
MSBA Standard Member: $305
Non-Attorney Elder Law Prof.: $300
CLE Club Members: $230
Support Staff of Club Member: $215
*Credits reported to PA: $40
Legal Support Staff/Paralegal: $225
MSBA Student Member: $40
TWO-DAY REGISTRATION FEES:
MSBA Standard Member: $395
Non-Attorney Elder Law Prof.: $375
CLE Club Members: $325
Support Staff of Club Member: $265
*Credits reported to PA: $40
Legal Support Staff/Paralegal: $270
MSBA Student Member: $80
Online registration is not available for non-attorney elder law professionals. Please
fax this registration form to 207-623-0083 or
call 207-622-7554 to register.
INDIVIDUAL SESSION(S) ONLY:
MSBA Standard Member: $95
... Each Additional Session: $65
Non-Attorney Elder Law Prof.l: $90
... Each Additional Session: $60
CLE Club Members: $75
Support Staff of Club Member: $75
... Each Additional Session: $50
.. .Each Additional Session: $60
A link to the program materials will be provided by email to all registrants prior to the program. If you register for individual sessions only you will receive a link for only those sessions. Printed materials will not be available at the program.
HOW TO REGISTER
Members and Non-Members need to log in to see the proper registration fees.
- Members: If you are a member of the MSBA, please sign in to receive the member rate.
- Non-Members & Non-Attorneys: If you have attended any MSBA event in the past, you have an account with us. If you do not know your username or password, please call the MSBA. We will provide you with login credentials so you can register online.
- If you have never attended an MSBA event: Please call the MSBA or mail or fax this registration form to register.
Full refunds will be given to those who cancel by April 25, 2017. No refunds will be provided after April 25, 2017, but registration can be transferred to an Elder Law & Estate Planning video replay. Call 1-877-622-7554.
Best Western Plus
Augusta Civic Center Inn
A limited number of rooms are available at the Best Western Plus Augusta Civic Center Inn, 110 Community Drive, in Augusta. For those in need of lodging on May 4–5, the MSBA has secured a rate of $80.00 per room for non-smoking kings or non-smoking doubles (plus any applicable taxes) per night. This rate is guaranteed until April 20, 2017. After April 20, 2017, reservations will be taken on a space-available basis. Please call Best Western Plus directly at (207) 622-4751 and request the Maine State Bar Association Elder Law & Estate Planning Institute group rate.
QUESTIONS? CONTACT US!