Asset Transfers & Reduction of Assets
Overview of the tax implications of asset reduction and transfer planning in anticipation of long-term care expenses
- Product Number: 2230149RB1
-
CLE Credits, earn up to:
3 substantive credits, 0 ethics credits CLE Credit Note - Print Brochure
-
Add to Favorites List
Choose Date/Location:
-
Product Description
Product Description
“Nothing is certain except death and taxes”—and nowhere do these two intersect more than in planning for long-term care. Estate planning involving diminished capacity, access to MassHealth, and long-term care needs, always involves an analysis of income taxes, capital gains taxes, and estate taxes. This new program explores and helps you understand the tax implications of transfer planning.
-
Agenda
Agenda & Materials
-
9:00 - 9:15 am
-
9:15 - 10:30 am
Transfer of Highly Appreciated Assets
on demand video Add to Cart -
10:30 - 11:45 am
Tax-Deferred Retirement Accounts
on demand video Add to Cart
Please Note
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.
-
- Faculty