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Estate and Income Tax Planning for “Small” Estates (Now Under $11 Million!)

Thursday, March 22, 2018 12:30 PM to 1:30 PM
Boston Bar Association - 16 Beacon Street, Boston, MA

Before you can register to attend this event, you must log into the Boston Bar web site.


This program will discuss estate tax and basis step-up planning choices for Massachusetts residents who expect to be subject to state but not federal estate tax—those with assets between about $1 million and $11.2 million per person.  The program will provide an overview of the current law and will focus on opportunities for income-tax basis planning and Massachusetts estate tax planning.

Registration Categories:
BBA Member – Free. Included as part of your membership.
Non-Member - $100.00

Sponsoring Section/Committee(s):




Carolyn Barrett


BBA Event Calendar