2019 Client Webinars
Unable to join us for an in-house workshop? Join us online by registering for our webinars! If you are unable to participate, recordings of the presentations will be made available in the Past Webinars section below. Contact our office & we’ll be happy to send you any materials you may need to follow along in the presentation.
Monday, January 13, 2020 – Noon ∙ The 2019-2020 Estate Tax Law Update
On December 29, 2017, President Donald Trump signed a comprehensive estate and gift tax law change. Although the Federal Gift and Estate Exemption increased to $11.18M ($11.4M for 2019) indexed to inflation, the law will “revert” on February 1, 2026 back to the 2018 levels (estimated to be $7M in 2026). This law change has created a temporary opportunity to save Massachusetts Estate Taxes, but is a trap for the unwary if planning is not done before January 1, 2026. We will review the new Federal Estate and Gift Tax Law, describe the Mass Estate Tax planning opportunities to potentially save hundreds of thousands of dollars, and provide the steps needed to be taken before January 1, 2026 to minimize any potential Federal Estate Tax Liability.
How to Sign Up
Click the “Register Now” link below the webinar you wish to register for. If you end up being unable to watch live, recordings of the webinar presentations will be made available on our website in the Past Webinars section below. You may also email [email protected] request a recording of the presentation.
Watch Past Webinars
November 2019 ∙ De-Mystifying Qualified Retirement Plans: What You Need to Know
Do you want to provide for your grandchildren in your estate plan while ensuring your children have enough for retirement? Are you confused by required minimum distribution rules? Current inherited IRA laws make it more attractive to provide substantial wealth to your children & grandchildren through proper IRA planning, keeping IRAs growing tax-deferred for decades. We’ll discuss inherited IRA strategies & the best ways to deal with required minimum distributions.
October 2019 ∙ Planning for the Massachusetts Estate Tax & The Massachusetts Standby Gifting Trust
With the Massachusetts estate tax affecting estates over $1M, estates below the federal estate tax exemption amount ($11.4M for 2019) could still incur a state estate tax bill of over $1,000,000. Saving on the state estate tax isn’t always in a family’s best interest however, especially if it means a higher capital gain tax for beneficiaries. We’ll cover techniques to lower overall estate & income tax liability for beneficiaries, shifting the focus from estate tax savings to reduce a family’s overall tax liability.
September 2019 ∙ Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse
The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you’re gone. But sometimes taking care of a loved one means hoping for the best & planning for the worst. We’ll look at some of the divorce & creditor protection strategies available, as well as ways we’ve successfully assisted clients in planning for a child with a substance abuse issue.
May 2019 ∙ A Little Medicaid Planning Goes a Long Way: Protecting Your Home and Other Assets Using a Lock Box
As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don’t protect assets from creditors, an irrevocable trust (or “lockbox”) can provide asset protection during life & may protect the value of your home & other assets.
April 2019 ∙ What Should You Do After Your Loved-One Dies?
What are the first steps after a spouse, parent or loved-one dies? What should you do after the funeral services? When should you schedule a meeting with your estate planning attorney? Please join us for a new workshop where we review the questions we typically receive immediately following the loss of a family member and what you’ll need to know about the trust administration process. Learn how to avoid the numerous mistakes others make immediately following someone’s death that can adversely affect how your family gains access to your assets and increase your tax liability. Please feel free to invite your family members, trustees and/or fiduciaries to attend with you.
March 2019 ∙ The New SAVeT SystemTM: Simplification, Alignment, Verification & Tracking of Assets
At Family Estate Planning Law Group, we know the most important thing is that our clients’ families are cared for after they pass. To accomplish this, we must focus on how assets are titled at death. We’ll discuss how to ensure your estate plan works: simplification and consolidating accounts, the initial alignment of assets with the estate plan, verification of that alignment from institutions & ongoing tracking of changes in value & ownership of assets. During this seminar we will introduce our new SAVeT SystemTM, guaranteed to streamline your estate plan and reduce the stress for your loved ones.
November 2018 – I Like My Kids, but I Love My Grandkids – Planning With Inherited IRA Trusts
Thinking about how to provide for your grandchildren in your estate plan while still making sure your children have enough money for their retirement? The inherited IRA laws now make it easier and more attractive to provide substantial wealth to your children and grandchildren through proper IRA planning. Attend this session to learn about the Inherited IRA Strategy where we will discuss how to keep IRAs growing tax deferred for decades after the death of the IRA owner and help your family address the Social Security crisis.
May 2018 – Planning for and Managing the Impaired Beneficiary with Arden O’Connor
For this webinar we welcomed Arden O’Connor as our presenter! She is the founder of the O’Connor Professional Group, which addresses the needs of families and individuals struggling with an array of behavioral health issues.
Arden discusses how addiction and other chronic behavioral health issues present significant risks to family well-being and wealth preservation, and recent research which suggests higher incidence of these issues within affluent communities. This presentation addresses the connection between money and addiction/other behavioral health issues, signs and symptoms of problems and how to develop an estate plan that takes into consideration the staggering likelihood of a trust beneficiary’s potential struggle as well as managing a beneficiary when the problem surfaces.