by Leo Cushing, Esq., CPA
- 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
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For further information, call 978-468-6528.