June 15, 2023: Estate and Income Tax Planning Seminar, Massachusetts Chapter of the National Academy of Elder Law Attorneys, Brockton, MA
On June 15, 2023, Attorney Eric D. Correira will participate in a panel discussion on estate, gift and income tax planning for Massachusetts estate planning and elder law attorneys hosted by the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MANAELA). From the MANAELA website:
“In November of 1789, Benjamin Franklin penned his famous quote: “[I]n this world, nothing is certain except death and taxes.” Whether income, gift, or estate taxes, your clients do not want to pay them! As their trusted counsel, they expect you to advise them on how they can eliminate, or at least minimize, these tax burdens. While it is certain that one day your client will die, taxes do not have to be certain. Attend this program to learn how to assist your clients in reaching their tax-saving goals. Our esteemed panelists will prepare you to address the following concerns: the Secure Act 1.0 and 2.0, a New Credit Shelter Estate Tax Issue Related to the Marital Home, the Potential Increase in the MA Estate Tax Exemption, the Potential Reduction in the Federal Estate Tax Exemption, funding Charitable Gifts with an Individual Retirement Account (IRA), and Domicile Issues Related to Income and Estate Tax Concerns.”
For more information about this event, click here.