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 & Materials

• 9:00 - 9:15 am

  Introduction

  on demand video Add to Cart

  Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
  
• 9:15 - 10:30 am

  Transfer of Highly Appreciated Assets

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  Eileen Y. Lee Breger, Esq., Bowditch & Dewey LLP , Framingham
  Kristin W. Shirahama, Esq., Bowditch & Dewey LLP , Framingham
  
• 10:30 - 11:45 am

  Tax-Deferred Retirement Accounts

  on demand video Add to Cart

  Kristin W. Shirahama, Esq., Bowditch & Dewey LLP , Framingham
  Eileen Y. Lee Breger, Esq., Bowditch & Dewey LLP , Framingham
  

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