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Estate Planning – Intermediate/Advanced

Name: Estate Planning – Intermediate/Advanced
Start: 2019-11-13T09:00:00+00:00
End: 2019-11-13T13:00:00+00:00
Location: Crowne Plaza Boston-Woburn,

November 13 @ 9:00 am - 1:00 pm

$245

Note this is part of a Certificate in Trust & Estate Planning® – Register for all 4 at $895

Planning to Eliminate or Reduce Estate Taxes
Review of the Basics: Estate Tax Computation
Examination of Typical Trust: Federal Marital, Massachusetts Marital, and By-pass Shares
The Qualified Terminable Interest Trust in Detail
Valuation: Real Estate, Partnerships, Closely-Held Stock
Disclaimers
Generation Skipping
Irrevocable Life Insurance Trusts and Intentionally Defective Irrevocable Grantor Trusts
Planning opportunities under the Tax Cuts and Jobs Act

CEU .4

To register call 978-468-6528 or download and fax registration form below

2019 Fall Reservation Form

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Details

Date:: November 13
Time:: 9:00 am - 1:00 pm
Cost:: $245
Event Category:: Certificate

Speaker

: Leo Cushing, Esq., LL.M, CPA

Venue

Crowne Plaza Boston-Woburn,; 15 Middlesex Canal Park Drive
Woburn, MA 01801 United States + Google Map
Phone:: (781) 935-8760
Website:: http://www.hotelbostonwoburn.com

All Programs are Designed to Qualify for CPE Credit Under Rules Promulgated by the State Boards of Accountancy, State Bar Associations, IRS Director of Practice and the Institute of Certified Bankers.