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: 2230149WAU
- Publication Date: 6/16/2023
- Length: 3 hours CLE Credit Note
- Copyright: © 2023 MCLE, Inc.
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Pricing varies by video length. Member and new lawyer pricing available.
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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.
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Agenda
Agenda & Materials
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9:00 - 9:15 am
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9:15 - 10:30 am
Transfer of Highly Appreciated Assets
on demand video Add to CartEileen Y. Lee Breger, Esq., Bowditch & Dewey LLP , Framingham
Kristin W. Shirahama, Esq., Bowditch & Dewey LLP , Framingham
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10:30 - 11:45 am
Tax-Deferred Retirement Accounts
on demand video Add to CartKristin W. Shirahama, Esq., Bowditch & Dewey LLP , Framingham
Eileen Y. Lee Breger, Esq., Bowditch & Dewey LLP , Framingham
Please Note
MCLE on demand programs are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only through a link included on the on demand program page.
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