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Estate Planning Basics

MIT Work-Life Center

Wednesday, October 10, 2018 from 12:00 PM to 1:30 PM (EDT)

Estate Planning Basics

Registration Information

Type End Quantity
Estate Planning Basics Oct 10, 2018 Free  

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Event Details

Building: 46-3189 (Brain & Cognitive Sciences)

Presenter: Patricia C. D’Agostino, J.D.; Partner, Margolis & Bloom, LLP 

This seminar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:

  • Appointing trusted individuals to make your medical and financial decisions if you are unable 
  • How and why to avoid probate court, which involves delays in decisions and financial distributions 
  • How to minimize Massachusetts and federal estate taxes
  • Tips for protecting assets for future generations and disabled beneficiaries

Patricia will also discuss the eligibility rules for Massachusetts’ Medicaid coverage of long-term care and some steps you can take to preserve your assets in the event you, or your family members, do require Massachusetts’ Medicaid coverage in the future.

Have questions about Estate Planning Basics? Contact MIT Work-Life Center

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When & Where

Building 46-3189 (Brain & Cognitive Sciences)
43 Vassar Street
Cambridge, MA 02139

Wednesday, October 10, 2018 from 12:00 PM to 1:30 PM (EDT)

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