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