Post-Mortem Planning: Strategic Estate Planning Does Not End at Death
Date: September 24 Time: 7:30 am - 9:00 am
Cost: This event is being offered as a free education session.
Woburn, MA 01801
While many popular estate planning strategies are created and implemented during a client’s lifetime, other strategies and opportunities are available after the client’s death. Some strategies can be used to fix a “broken” estate plan or address changed circumstances, while others are implemented post-mortem to achieve goals contemplated during the client’s life. During this presentation, McLane Middleton attorneys Ryan Swartz and Katie Hislop will discuss various post-mortem planning strategies to help reduce estate, income and GST tax and accomplish other estate planning objectives. The presenters will discuss such issues as Disclaimers, QTIP Elections, Portability, Alternate Valuation, Deferral of Estate Tax, and 65-Day Elections, and how they can be used to minimize tax and achieve estate planning goals.
Presenters
Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts, and irrevocable Medicaid trusts.
Katie represents clients in a variety of areas including estate planning, tax planning, fiduciary matters, and estate and trust administration.