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Latest Techniques for Middle Class Estates

Go beyond the simple estate plan

  • Product Number: 2190145RBC
  • CLE Credits, earn up to:
    4 substantive credits, 0 ethics credits CLE Credit Note
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  • Product Description
  • Agenda & Materials
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  • Product Description

    Product Description

    Many estate planners can find middle class estates to be challenging. The category often encompasses a broad and disparate range of individuals, including young families with children, younger individuals with emerging wealth, recent empty-nesters, and elderly individuals concerned about long term care. Each of these groups requires a different approach to estate planning. This program focuses on identifying the specific needs of the most common categories of the middle class estate and details the key estate planning strategies that best serve those needs.

    Learn how to skillfully craft an estate plan tailored to your client’s individual situation, while utilizing the latest in tax minimization and asset protection strategies. You also get an in-depth look at how to add value and form a relationship with your clients that transcends the “one-off” nature of common approaches to middle class estate planning. You emerge with expert tools and a deep understanding of the key issues facing your clients.

  • Agenda

    Agenda & Materials

    • 9:30 - 9:35 am

      Welcome and Introduction

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    • 9:35 - 9:50 am

      Thinking Beyond The Basic Estate Plan: Why the Foundation Is Important and Why You Should Not Stop There

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      Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham, Chair
    • 9:50 - 10:05 am

      Estate Planning Strategies for Young Families and Individuals with Emerging Wealth

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      Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham, Chair
    • 10:05 - 10:20 am

      Tax Minimization Techniques: Planning for the Massachusetts Estate Tax, Working with Portability, and Utilizing the Generation-Skipping Transfer Tax Exemption

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      Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham, Chair
    • 10:20 - 10:35 am

      Understanding the Joint Revocable Trust, General Powers of Appointment, and Step-Up in Basis Rules

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      Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham, Chair
    • 10:35 - 10:50 am

      Retirement Assets: How to Ensure Tax Efficiency and Asset Protection in the Estate Plan

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      Leo J. Cushing, Esq., Cushing & Dolan, PC , Waltham, Chair
    • 10:50 - 10:55 am

      Networking and Refreshment Break

    • 10:55 - 11:30 am

      Protecting Assets When One Spouse Dies: Life Insurance and LongTerm Care

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      Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
    • 11:30 - 12:05 pm

      Working with the Elderly Client and Protecting Assets from the Cost of Long Term Care

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      Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
    • 12:05 - 12:35 pm

      Planning with Life Insurance and Medicaid Trusts

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      Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
    • 12:35 - 1:15 pm

      Countable v. Includeable: Trusts and Waiting Periods

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      Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
    • 1:15 - 1:30 pm

      Key Takeaways & "Ask the Experts" Q&A Session

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      Panel

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    MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

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