Product Description

Changing your client’s domicile to avoid Massachusetts estate taxes may not be as easy as your client might think. Beyond changing domiciliary intent and following the sixmonths-and-a-day rule, seemingly simple daily activities, and how your client owns real estate can impact their ability to successfully avoid Massachusetts estate tax. Explore common and thorny scenarios; learn how to help your clients successfully establish a new domicile.

Agenda & Materials

• 9:00 - 9:40 am

  Changing One's Domicile: The Basics

  Jon E. Steffensen, Esq., McLane Middleton , Boston
  
• 9:40 - 10:20 am

  How In State & Out of State Property Impacts Your Being a Non Resident

  And the Impact of the New Massachusetts Estate Planning Tax Law on Out of State Property

  Todd E. Lutsky, Esq., Cushing & Dolan, PC , Waltham
  
• 10:20 - 10:40 am

  What Happens When You Are Audited

  How to Plan Proactively and Defend an Audit

  Shari A. Levitan, Esq., Holland & Knight LLP , Boston
  
• 10:40 - 11:00 am

  Health Issues That Can Impact Changing Domicile

  Shari A. Levitan, Esq., Holland & Knight LLP , Boston
  

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.

Chair

Faculty