Estate Planning – Intermediate/Advanced

Name: Estate Planning – Intermediate/Advanced
Start: 2018-11-01T09:00:00+00:00
End: 2018-11-01T15:00:00+00:00
Location: Hampton Inn Natick

November 1 @ 9:00 am - 3:00 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 .6

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

2018 Fall Reservation Form

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Details

Date:: November 1
Time:: 9:00 am - 3:00 pm
Cost:: $245
Event Category:: Certificate

Speaker

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

Venue

Hampton Inn Natick; 319 Speen St.
Natick, MA 01760 United States + Google Map
Phone:: 508-653-5000
Website:: http://hamptoninn3.hilton.com/en/hotels/massachusetts/hampton-inn-boston-natick-BOSNTHX/index.html

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.