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 middle-class estates 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 a relationship with your clients that transcends 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 a relationship with your clients that transcends 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 pmWelcome and Introduction
Leo J. Cushing, Esq.,
Cushing & Dolan, PC, Waltham
1:05 - 1:35 pm
Estate Planning Foundational Strategies & Building Blocks
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
1:35 - 2:00 pm
Tax Minimization Techniques
Understanding and planning under the new Massachusetts estate tax regime, a close look at the computations, and to gift or not to gift?
Leo J. Cushing, Esq.,
Cushing & Dolan, PC, Waltham
2:20 - 2:50 pm
Retirement Assets: How to Ensure Tax Efficiency and Plan for Qualified Assets in the post-SECURE World
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
2:50 - 3:00 pm
Break
3:00 - 5:00 pm
Working with the Elderly Client and Protecting Assets from the Cost of Long-Term Care
Lisa M. Neeley, Esq.,
Rubin and Rudman LLP, Boston
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speaker
ChairLeo J. Cushing, Esq.,
Cushing & Dolan, PC, Waltham
Faculty
Luke C. Bean, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Lisa M. Neeley, Esq.,
Rubin and Rudman LLP, Boston
