Estate Planning Basics

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Building 46-3189 (Brain & Cognitive Sciences)

43 Vassar Street

Cambridge, MA 02139

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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.

Date and time

Location

Building 46-3189 (Brain & Cognitive Sciences)

43 Vassar Street

Cambridge, MA 02139

View Map

Organizer MIT Work-Life Center

Organizer of Estate Planning Basics

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