Advisor Education Series

Seminars

Wednesday, September 13  8:00 am ∙ Crucial Medicaid Planning Concepts

Media ads about Medicaid planning have drastically increased in recent years. But clients are still confused about effective trust planning to protect their homes & assets. Planners don't always consider Medicaid's five year look-back period or the income tax consequences of gifting assets. Protecting assets is more difficult as courts clog with Medicaid cases. We'll review crucial Medicaid concepts & how to counsel clients to maximize family control of assets while minimizing income tax consequences during life & after death.

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Wednesday, October 11 8:00 am ∙ Protecting Your Digital Footprint with Chris Hawthorne

Today, the Internet touches almost every corner of our lives. We use online banking, access investment or retirement accounts, monitor social media, buy movies or music & store other valuable information. But our information is more vulnerable than we often realize. Chris Hawthorne, a colleague & expert, will guide us through some of the most important steps to take to protect our digital footprint.

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Wednesday, November 8  8:00 am ∙ Retaining Assets: The Impact of a Family Meeting

Studies show families often divide or move assets in a detrimental manner after a death & without consulting the deceased's trusted financial advisor. Estate planning documents can help, but they're no substitute for the chance to build a relationship with the family during a client's life. We'll demonstrate the power of a family meeting & provide agendas, scripts & procedures for establishing a relationship with a client's family. We'll help you increase the likelihood assets under management will stay with you as you become the trusted advisor for the entire family.

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Wednesday, December 13  8:00 am ∙ Estate Tax Planning: State v. Federal

With the Massachusetts estate tax affecting estates over $1M, estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Saving on the state estate tax isn't always in a family's best interest, especially if it means a higher income tax liability for beneficiaries. We'll cover techniques to lower overall estate & income tax liability for beneficiaries, shifting the focus from estate tax savings to a family's overall tax liability.

Register Now!

About Our Seminars

Join us in our offices at 6 Kimball Lane in Lynnfield for this unique opportunity for Attorneys, CFPs, CPAs & Financial Advisors. Credit is available for CPAs. Coffee & a continental breakfast are provided. If you're unable to attend & would like the materials to be sent to you, please contact us & we'll be happy to accommodate your request.

How to Sign Up

  • Click the Register Now! link above
  • Call our office at (781) 246-8200, or
  • Email us at info@feplg.com
     

Sessions held in our office are limited to 20 participants, so reserve your seat early!

Introducing Webinars

Unable to join us for an in-house seminar? Join us online! We're excited to announce our new monthly webinar series for Attorneys, CFPs, CPAs & Financial Advisors. Credit is available for CPAs. If you are unable to participate, recordings of the presentations will be made available to all registrants or by request. Contact our office & we'll be happy to send you the recorded presentation.

Webinars

Monday, August 28  12:00 pm ∙ Your Estate Planning Audit

Have you ever struggled to convey how crucial an estate plan is to your clients? Good news! We have a solution: an estate planning audit. Join us to learn how you can guide your clients to realizing the importance of estate planning for themselves. We'll discuss this tool & its most effective use with your clients.

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Monday, September 25  12:00 pm ∙ Crisis Planning for Medicaid & Estate Taxes

Many families in Massachusetts may be unaware of several last-minute planning opportunities with the potential to dramatically reduce state estate taxes. There are also techniques to protect assets from nursing home costs even immediately before someone enters the home. We'll address several last-minute techniques unused by most attorneys & financial planners that can have an immediate impact on both your clients & your practice.

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Monday, October 30  12:00 pm ∙ Digital Assets: A New Estate Planning Frontier

Today, the Internet touches almost every corner of our lives. We use online banking, access financial information, monitor social media, buy movies or music & store other valuable information on the web. Online accounts often contain information critical to caring for someone in the event of incapacity or effectively administering an estate after death. Even if they have username & password information, loved ones are refused access to these accounts at death or disability. We'll introduce you to some of the legal issues & best practices in this ever-evolving area of law.

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Monday, November 27  12:00 pm ∙ Retaining Assets: The Impact of a Family Meeting

Studies show families often divide or move assets in a detrimental manner after a death & without consulting the deceased's trusted financial advisor. Estate planning documents can help, but they're no substitute for the chance to build a relationship with the family during a client's life. We'll demonstrate the power of a family meeting & provide agendas, scripts & procedures for establishing a relationship with a client's family. We'll help you increase the likelihood assets under management will stay with you as you become the trusted advisor for the entire family.

Register Now!

Monday, December 18  12:00 pm ∙ The Year-in-Review & 2018 Outlook

Join us for our annual end-of-year review! We'll discuss the changes we've seen in the estate, gift tax & Medicaid laws in 2017 & look at what may be on the horizon for 2018.

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How to Sign Up

Register by clicking the Register Now! button above or by emailing us at info@feplg.com. Recordings of the presentations will be made available to all registrants or by request. Email info@feplg.com to request a recording of the presentation.

We look forward to seeing you!

 

Past Events

If you would like to request the materials from any of our past presentations, email info@feplg.com and we will be happy to accomodate your request.

Monday, July 17 ∙ Preserving a Business for the Next Generation (Webinar)

Most business owners are busy people. They don't have time for complex estate planning, right? With the odds often stacked against family businesses, if they don't make the time, the likelihood that the business could fall apart after their death increases significantly. Come join us to learn how business owners can prepare to pass their business to the next generation & avoid undue family conflict.

Click here for the recorded presentation

Wednesday, July 12 ∙ Estate Tax Planning: State v. Federal (Seminar)

With the Massachusetts state estate tax affecting estates over $1M, any estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Sometimes, saving on the state estate tax may not be in a family's best interest, especially if it results in a higher income tax liability when beneficiaries sell assets after a death. We'll cover techniques to lower overall estate & income tax liability for beneficiaries after a loved one dies, shifting the focus from estate tax savings to a family's overall tax liability.

Click here to see the video highlights

Monday, June 26 ∙ Using IRA Trusts for Creditor Protection (Webinar)

Inherited IRA laws are still evolving, but many ways remain to maximize income tax deferral for heirs. The court determined in Clark v. Rameker that inherited IRAs are not protected from creditor claims in bankruptcy actions, making large IRAs left to individuals less attractive. We'll review required minimum distribution rules for IRAs, Roth IRAs & 401(k)s & how trusts can best provide beneficiaries creditor protection. Also, find out which financial institutions are friendly or unfriendly & their specific idiosyncrasies with inherited IRAs.

Click here for the recorded presentation

Wednesday, June 7 ∙ Estate Planning Essentials: Marital Trusts, QTIPs & Credit Shelter Trusts (Seminar)

When planning for a married couple, there are numerous factors to consider. Consider those with children from a previous marriage or ensuring proper planning to take advantage of the unlimited marital deduction at the death of the first spouse. We'll take a look at some of the crucial estate planning concepts to consider when planning for a couple, especially with complicated family situations.

Click here to see the video highlights

Wednesday, May 10 ∙ Elder Law: What Your Clients Need to Know (Seminar)

Lately, clients looking for effective trust planning are confused by increased media advertising on the importance of protecting homes & other assets from nursing home costs. Most planning doesn't consider the five year look-back period or the income tax consequences of gifting assets, while recent court decisions make asset protection more difficult & older trusts ineffective. For professionals to properly advise clients, they'll need cutting-edge asset protection techniques & ways to maximize family control of assets & minimize income tax consequences during life & after death.

Tuesday, April 25 ∙ The Death of Funding: Aligning, Verifying & Tracking Assets (Seminar)

At Family Estate Planning Law Group, we know the most important thing is taking care of clients' families after they pass. To accomplish this, we must focus on how assets are titled at death. We'll discuss how to ensure an estate plan works: initial alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.

Monday, April 24 ∙ The Death of Funding: Align, Verify & Track Assets (Webinar)

At Family Estate Planning Law Group, we know the most important thing is taking care of clients' families after their death. To accomplish this, we must focus on how assets are titled at death. We'll discuss how to ensure estate plans work: initial alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.

Click here for the recorded presentation

Monday, March 27 ∙ Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse (Webinar)

The most common reason clients create an estate plan is to take care of family & other loved ones, even long after they'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.

Click here for the recorded presentation

Wednesday, March 8 ∙ Planning for Special Needs Beneficiaries (Seminar)

In order to protect a special needs beneficiary from becoming ineligible for benefits, we as an estate & financial planning community must understand under what circumstances a special needs child may receive assets. We'll address the unique issues faced by special needs beneficiaries, special needs trust options, planning techniques for family members & the transition from special needs minor to special needs adult.

Monday, February 27 ∙ Massachusetts Standby Gifting Trust (Webinar)

Due to the federal gift tax lifetime allowance of $5.49M & no state gift tax, Massachusetts residents have an opportunity to make last-minute gifts to greatly reduce state estate tax liability. We introduce the "Massachusetts Standby Gifting Trust": a tool to ensure clients take advantage of the chance to dramatically reduce state estate tax liability. We'll also look at when to gift & how to create an estate & income tax liability analysis so families can maximize wealth left to heirs.

Click here for the recorded presentation

Wednesday, February 8 ∙ Understanding Portability: Effective Use of Exemption Amounts - Seminar cancelled due to inclement conditions

Portability allows a surviving spouse to use a deceased spouse's unused estate tax exemption, but there are rules to follow & an estate tax return you must file. It's most effective for clients with large qualified retirement plans or other assets that can't be divided between spouses. We'll review avoiding lost portability & how portability can minimize estate tax liability & increase income tax deferral for high net worth clients.

Tuesday, January 24 ∙ The Election's Impact on Estate Plans (Seminar)

With every new administration comes new legislation & new challenges. There is always speculation about what changes we could see, especially after such a contentious election season. Join us as we take a look at the potential impact of President Trump's administration on estate planning.


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    Family Estate Planning Law Group

    info@feplg.com