Estate, Gift and GST Tax Basics for the New Estate Planner

10/03/2018 - 12:30 PM to 1:30 PM
This seminar is designed to give attendees the necessary instruction, materials and legal references to successfully identify whether or not a gift has been made, assets are includable in the decedent’s estate or a GST tax is or may be triggered at some point in the future. ...
+ Read More

The Unique Massachusetts Estate Tax Regime – Practice Tips and Peculiarities

10/04/2018 - 12:30 PM to 1:30 PM
*Please note this program has been rescheduled to Thursday, October 4th.* Attendees will learn about Massachusetts specific estate tax issues such as the effect of gifting on filing requirements, taxation of out-of-state real estate, and the long term impact of Massachusetts QTIP elections....
+ Read More

CLE: How Estate Planners, Fiduciaries, & Litigators “Fix” Trusts

10/23/2018 - 3:00 PM to 5:00 PM
Discussion on "tools” used to fix problems with trust terms and/or trust administration – such as decanting, modification, non-judicial settlement agreements, and court proceedings....
+ Read More