Since the amendment to the Massachusetts estate tax law in October 2023 became effective retroactively for decedents dying on or after January 1, 2023, the Department of Revenue has released a new estate tax return form (M-706) to reflect the changes in the Massachusetts Estate Tax.
Learn about the basics of the amendment to the law and how to prepare the new Massachusetts Estate Tax Return (M-706), as well as how to calculate estate tax for a Massachusetts resident with property outside Massachusetts and a non-resident with property in Massachusetts. Bring your questions!
Learn about the basics of the amendment to the law and how to prepare the new Massachusetts Estate Tax Return (M-706), as well as how to calculate estate tax for a Massachusetts resident with property outside Massachusetts and a non-resident with property in Massachusetts. Bring your questions!
Course Content
9:30 - 9:45 am - Brief Overview of the Change in LawChristopher H. Suh, Esq.,
The Wagner Law Group, A Professional Corporation, Boston
9:45 - 9:55 am - Calculating the Estate Tax for Resident Decedents with Massachusetts Property
Christopher H. Suh, Esq.,
The Wagner Law Group, A Professional Corporation, Boston
9:55 - 10:05 am - Calculating the Estate Tax for Resident Decedents with Out-of-State Property
Molly R. Soiffer, Esq.,
Bove Langa Witherell & Soiffer P.C., Boston
10:05 - 10:15 am - Calculating the Estate Tax for Non-Resident Decedents with Massachusetts Property
Molly R. Soiffer, Esq.,
Bove Langa Witherell & Soiffer P.C., Boston
10:15 - 10:30 am - Traps for the Unwary
Lisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Molly R. Soiffer, Esq.,
Bove Langa Witherell & Soiffer P.C., Boston
Christopher H. Suh, Esq.,
The Wagner Law Group, A Professional Corporation, Boston
Speaker(s)
ChairLisa M. Rico, Esq.,
Rico, Murphy, Diamond & Bean LLP, Natick
Faculty
Molly R. Soiffer, Esq.,
Bove Langa Witherell & Soiffer P.C., Boston
Christopher H. Suh, Esq.,
The Wagner Law Group, A Professional Corporation, Boston
