The Truth About Estate Planning: Rules for and Tools for Effective Estate Planning
This class is designed to review some of the key estate planning topics covered in Estate Planning 101. It will review the basics of estate tax planning and creditor protection, as well as powers of appointment, trust protectors, and other techniques to provide the flexibility your spouse, and beneficiary will need.
It will then cover two very important techniques to reduce income taxes on trust beneficiaries. One technique involves ensuring that trust assets get a step up in basis to the extent possible. The other will let your beneficiaries receive income from the trust without paying the significantly higher marginal rates on trustees.
Anyone whose trust calls for school bus protections for their beneficiaries should attend this class. At the class, we will cover the steps necessary to implement these changes in your trust.
The class is highly interactive; questions are welcome. Participants will receive a loose leaf binder containing forms and checklists to begin their planning, or to review an existing plan.
The class is held in Suite 102 at 160 Gould St., Needham, MA. It generally lasts about 1 ½ to 2 hours, depending on the level of interaction, and the number of questions.
To inquire about the availability of late registrations, call 617-624-3350.
Save This Event
When & Where
Boston Legacy Planning LLC
Boston Legacy Planning LLC is a Boston area law firm that helps people with estate planning, business transition planning, disability planning, trust and estate settlements and dispute resolution.