BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//ChamberMaster//Event Calendar 2.0//EN
METHOD:PUBLISH
X-PUBLISHED-TTL:P3D
REFRESH-INTERVAL:P3D
CALSCALE:GREGORIAN
BEGIN:VEVENT
DTSTART:20200618T123000Z
DTEND:20200618T163000Z
X-MICROSOFT-CDO-ALLDAYEVENT:FALSE
SUMMARY:Sophisticated Estate Planning 4.0 CPE Credits Webinar for CPAs\, Financial Advisors and CFP Professionals
DESCRIPTION: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.\n\nPresenters: \n\nDennis F. Gorman\, Esq.\, CPA\, MST\n\nDani N. Riran\, Esq.\n\nMichael P. Duffy\, Esq.\, CPA\, LL.M\n\nCollin A. Weiss\, Esq.\, LL.M
X-ALT-DESC;FMTTYPE=text/html: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&rsquo\;ll cover ILITs\, GRATs\, QPRTs\, Sales to Intentionally Defective Grantor Trusts\, Charitable Remainder and Lead Trusts\, and Family LLCs.<br />\nPresenters:&nbsp\;<br />\nDennis F. Gorman\, Esq.\, CPA\, MST<br />\nDani N. Riran\, Esq.<br />\nMichael P. Duffy\, Esq.\, CPA\, LL.M<br />\nCollin A. Weiss\, Esq.\, LL.M<br />\n&nbsp\;
LOCATION:Online webinar
UID:e.2083.12146
SEQUENCE:3
DTSTAMP:20260408T010319Z
URL:https://business.worcesterchamber.org/events/details/sophisticated-estate-planning-4-0-cpe-credits-webinar-for-cpas-financial-advisors-and-cfp-professionals-12146
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