“Nothing is certain except death and taxes”-and nowhere do these two intersect more than in planning for long-term care. Estate planning involving diminished capacity, access to MassHealth, and long-term care needs, always involves an analysis of income taxes, capital gains taxes, and estate taxes. This new program explores and helps you understand the tax implications of transfer planning.
Course Content
9:00 - 9:15 amIntroduction
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
9:15 - 10:30 am
Transfer of Highly Appreciated Assets
Eileen Y. Lee Breger, Esq.,
Bowditch & Dewey LLP, Framingham
Kristin W. Shirahama, Esq.,
Bowditch & Dewey LLP, Framingham
10:30 - 11:45 am
Tax-Deferred Retirement Accounts
Kristin W. Shirahama, Esq.,
Bowditch & Dewey LLP, Framingham
Eileen Y. Lee Breger, Esq.,
Bowditch & Dewey LLP, Framingham
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.
Speakers
ChairPatricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Faculty
Eileen Y. Lee Breger, Esq.,
Bowditch & Dewey LLP, Framingham
Kristin W. Shirahama, Esq.,
Bowditch & Dewey LLP, Framingham
