Product Description

Since the amendment to the Massachusetts estate tax law in October 2023 became effective retroactively for decedents dying on or after January 1, 2023, the Department of Revenue has released a new estate tax return form (M-706) to reflect the changes in the Massachusetts Estate Tax.

Learn about the basics of the amendment to the law and how to prepare the new Massachusetts Estate Tax Return (M-706), as well as how to calculate estate tax for a Massachusetts resident with property outside Massachusetts and a non-resident with property in Massachusetts. Bring your questions!

Agenda & Materials

• 9:30 - 9:45 am

  Brief Overview of the Change in Law

  Christopher H. Suh, Esq., The Wagner Law Group, A Professional Corporation , Boston
  
• 9:45 - 9:55 am

  Calculating the Estate Tax for Resident Decedents with Massachusetts Property

  Christopher H. Suh, Esq., The Wagner Law Group, A Professional Corporation , Boston
  
• 9:55 - 10:05 am

  Calculating the Estate Tax for Resident Decedents with Out-of-State Property

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 10:05 - 10:15 am

  Calculating the Estate Tax for Non-Resident Decedents with Massachusetts Property

  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  
• 10:15 - 10:30 am

  Traps for the Unwary

  Lisa M. Rico, Esq., Rico, Murphy, Diamond & Bean LLP , Natick
  Molly R. Soiffer, Esq., Bove Langa Witherell & Soiffer P.C. , Boston
  Christopher H. Suh, Esq., The Wagner Law Group, A Professional Corporation , 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.

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Faculty