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Currentissuesinestateplanning bostonlegacy

WHAT YOU NEED TO KNOW ABOUT CURRENT ISSUES IN ESTATE PLANNING: 17 FOR '17

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes
Course Description

This program is designed to give a high-level overview of cutting edge issues in estate planning. Topics include: why everyone should be using trusts, creditor protection with trusts, amending irrevocable trusts, drafting trust for income tax savings as well as estate tax savings, estate planning for digital assets, and the benefits of multi-generational planning.

Learning Objectives

  • Importance of focus on personal goals, in addition to tax goals

  • Minimizing capital gains taxes after death.

  • Avoiding higher trust marginal tax rates.

  • Ways of protecting family members from life challenges.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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William F. Coyne, Jr., Esq. is an attorney with Boston Legacy Planning LLC in Needham, Massachusetts. Bill’s practice is primarily in the areas of estate planning for individuals and business owners, legacy planning, trust settlement, and avoiding and resolving family disputes. He is a member of the National Network of Estate Planning Attorneys, and has taught at its semi-annual Collegium on topics such as income taxation of trusts, and dispute resolution. For the past several years, Bill has participated in a panel for Massachusetts Continuing Legal Education on the Massachusetts Uniform Trust Code, Trusts and Real Estate.

About Our Presenter

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Boston Legacy Planning LLC is a law firm focusing on estate planning, business transition planning, and avoiding and resolving related disputes.  The firm was founded in 2011 by attorney William F. Coyne, Jr.

The firm’s mission is to help clients create estate plans and business transition plans that achieve their life goals for themselves and for their families.  To do this we apply the Bedrock Principles of Legacy Planning to avoid the common reasons why estate plans do not work.