Program Details
On Demand

First Wednesday Fundamentals: Estate, Gift and GST Tax Basics for the New Estate Planner

Content Partner:  Boston Bar Association
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Price: $55.00*
Member Price:  $45.00

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This is the first part in a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the areas of estate planning and probate administration.  The series will cover substantive legal aspects of the practice, as well as practice tools, management and marketing concepts necessary to build a successful Trusts and Estates practice.

This first session lays a foundation for the series by providing a basic overview of the estate, gift and GST taxes.  Speaker Geoffrey Mason of Ropes & Gray explains the scope of the taxes and how they drive certain aspects of the estate planning process.  The session provides attendees with a framework for the second session on drafting basic estate planning documents.

Practice Areas: Estate Planning & Probate, Gift & Estate Taxes
Online Media Type: Video
Production Date: 10/03/2012
Level: Basic
Category: Standard
Duration: 0 Hours, 55 Minutes
Online Format: On Demand

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Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance.  Credit totals for other formats are for complete programs.  Partial credit is not available for any online or downloadable format. 


West LegalEdcenter will not provide accreditation for states not listed. 

This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing

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Total Credits: 0.75
Specialty Credits: 
Status: Reciprocal Credit Available
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Geoffrey Mead Mason, Esq. - Ropes & Gray LLP
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.

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