This is a deep dive into sophisticated estate planning in Massachusetts using Revocable and Irrevocable Trusts, QTIP Elections, and Individual Retirement Account Trusts after passage of the SECURE Act. We will also cover advanced topics such as Dynasty Trusts, Strategic Gifting, Advanced Snowbird Planning, Dealing with Significant Business Holdings, and Planning for Ultra-High Net Worth Clients. We’ll cover ILITs, GRATs, QPRTs, Sales to Intentionally Defective Grantor Trusts, Charitable Remainder and Lead Trusts, and Family LLCs.
Presenters:
Dennis F. Gorman, Esq., CPA, MST
Dani N. Riran, Esq.
Michael P. Duffy, Esq., CPA, LL.M
Collin A. Weiss, Esq., LL.M
Thursday Jun 18, 2020
8:30 AM - 12:30 PM EDT
Thursday, June 18, 2020 from 8:30 am - 12:30 pm
Online webinar
FREE
Register at https://www.fletchertilton.com/seminars-events
https://www.fletchertilton.com/seminars-events
Send Email
Printed courtesy of www.worcesterchamber.org – Contact the Worcester Regional Chamber of Commerce and Affiliates for more information.
311 Main Street, Suite 200, Worcester, MA 01608 – (508) 753-2924 – info@worcesterchamber.org