Product Description

With shifting tax laws and an unpredictable legislative landscape, estate planners must be proactive in mitigating risks for their clients. This new program explores key strategies to navigate tax uncertainty, including flexible trust structures, gifting techniques, and contingency planning. Join us online for a deep dive into best practices for protecting wealth and ensuring long-term estate planning success.

Agenda & Materials

• 1:00 - 1:05 pm

  Welcome and Introduction

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  
• 1:05 - 1:20 pm

  Overview of Current Tax Landscape

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  
• 1:20 - 1:40 pm

  Flexible Lifetime Estate Planning Vehicles

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  
• 1:40 - 2:15 pm

  Gifting Strategies

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  
• 2:15 - 2:45 pm

  Strategies to Modify Plans-in-Progress

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  
• 2:45 - 2:50 pm

  Miscellaneous Considerations/ Traps for the Unwary

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  
• 2:50 - 3:00 pm

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

  Luke C. Bean, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Elizabeth B. Drake, Esq., Goldman Drake LLP , Salem
  

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