Massachusetts Estate Tax Update
Please join us for our January EPCCC Meeting!
Tuesday, January 21, 2020 11:45 AM – 1:30 PM
Alberto's Ristorante 360 Main Street, Hyannis, MA
“Massachusetts Estate Tax Update”
This presentation will be led by Todd E. Lutsky, and will include a discussion of how gifting affects the Massachusetts estate tax; Massachusetts and federal QTIP Elections and second step-up in basis; and proposed changes to the Massachusetts estate tax. Todd E. Lutsky joined Cushing and Dolan, P.C. in 1995 initially concentrating in the preparation of estate plans, including the use of revocable trusts, joint trusts, irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. He has since expanded his practice to include business planning through the use of Massachusetts limited liability companies, Delaware series limited liability companies, sales of assets to an intentionally defective grantor trust, cross purchase agreements, stock redemption agreements, deferred compensation agreements, and spousal lifetime access trusts. He has further expanded his practice to include Medicaid and asset protection planning for the elderly, assisting clients with the Medicaid application, preparation and eligibility process of obtaining MassHealth benefits, fair hearings, and advanced Medicaid planning and the preservation of assets through the use of grantor irrevocable income only trusts.
Please RSVP by FRIDAY, January 17, 2020 if you would like to attend the lunch. You can RSVP directly on our website or simply hit the "RSVP Now for this Event" button on this e-mail for a direct link to the registration page! If you are a current member choose "prepaid" as your payment method on the registration screen.
Guest Fees & Rules: Guest fees of EPCCC members are now $50.00 and are due prior to or at the time of the event. Guest fees can be paid on our website via credit card, or at the event via credit card, cash or check payable to EPCCC. PLEASE NOTE: You may only attend a lifetime maximum of three (3) EPCCC meetings as a guest, beyond that you must become a member. If you become a member on the day of the meeting you are attending as a guest, we will credit the guest fee against your membership fees.