Many estate planners find middle-class estates to be challenging. The category often encompasses a broad and disparate range of individuals, including young families with children, younger individuals with emerging wealth, recent empty-nesters, and elderly individuals concerned about long-term care. Each of these groups requires a different approach to estate planning. This program focuses on identifying the specific needs of the most common categories of the middle-class estate and details the key estate planning strategies that best serve those needs.
Learn how to skillfully craft an estate plan tailored to your client's individual situation, while utilizing the latest in tax minimization and asset protection strategies. You also get an in-depth look at how to add value and form relationships with your clients that transcend the one-off nature of common approaches to middle-class estate planning. You emerge with expert tools and a deep understanding of the key issues facing your clients.
Learn how to skillfully craft an estate plan tailored to your client's individual situation, while utilizing the latest in tax minimization and asset protection strategies. You also get an in-depth look at how to add value and form relationships with your clients that transcend the one-off nature of common approaches to middle-class estate planning. You emerge with expert tools and a deep understanding of the key issues facing your clients.
Course Content
1:00 - 1:05 pm- Welcome and Introduction
1:05 - 1:35 pm
- Estate Planning Foundational Strategies & Building Blocks
- Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP, Natick
- Tax Minimization Techniques
- Planning for the Massachusetts Estate Tax, a Closer Look at Shaffer v.
- Commissioner, Working with Portability, and Utilizing the Generation-Skipping
- Transfer Tax Exemption
Speakers
Chair- Leo J. Cushing, Esq., Cushing & Dolan, PC, Waltham
- Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP, Natick
- Lisa M. Neeley, Esq., Rubin and Rudman LLP, Boston
