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

Wednesday, October 2, 2013 12:00 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA


This is the second brown-bag lunch of a year-long series of monthly discussions designed to provide new and transitioning practitioners a core set of tools necessary to practice in the area of estate planning. 

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


Sponsoring Section/Committee(s):




Jennifer Jones


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