Client Webinars
About our Client Webinars
Our educational webinars are part of our Ongoing Client Care Program. For 2023, we will continue to offer this series exclusively in webinar format.
We strive to empower our clients and their trusted advisors to take control of your estate plans, retirements, and aging, by presenting on relevant topics and providing an opportunity to ask questions and deepen your relationship with us. Your loved ones, helpers, friends & trusted advisors are welcome at all of our sessions. We encourage you to invite them!
As laws change or as we encounter relevant topics, we may add additional sessions during the year.
How to Sign Up
Please register using the event URL for the session(s) you wish to attend, or call our office at (781) 246-8200.
Unable to attend a webinar? Please feel free to register anyway, and you will receive a recording of the presentation following the event. You may also request the printed materials be sent to you after the event. Please contact our office at [email protected] & we’ll be happy to send them to you.
We look forward to seeing you this year!
Upcoming Webinars
Feb 28, 2024, 12-1:30pm – New Massachusetts Estate Tax Law and How to Plan for It (MA Standby Gifting Trust)
Presented by: Vinnie Bonazzoli
On October 4th, 2023, Governor Maura Healy enacted significant changes into law, one of which increased the Massachusetts exemption amount from $1M to $2M and provided that only amounts over $2M will be subject to tax. This provides a $99,600 estate tax credit for each person (resulting in a married couple being able to protect $4M from Massachusetts estate tax).
Although Massachusetts has reduced the overall estate tax, those who have estates of $2M or more (or may have this at the time they die), still need to do careful planning to take advantage of the maximum estate tax credit allowed. Saving on Massachusetts estate tax isn’t always in a family’s best interest, however, especially if it means a higher capital gains tax for beneficiaries. Additionally, non-residents who own Massachusetts real estate are also subject to Massachusetts estate tax. As a result, residents and non-residents alike need planning. During this webinar, we’ll cover recommendations to lower overall estate & income tax liability for beneficiaries, techniques to deal with MA real estate, and shift the focus from estate tax savings to reducing a family’s overall tax liability.
Event URL: https://attendee.gotowebinar.com/register/4837498656016881503
March 20, 2024, 12-1:30pm – Medicaid Planning: Balancing Nursing Home Protection & Tax Reduction
Presented by: Vinnie Bonazzoli
As our population ages, protecting homes & assets from nursing home expenses is becoming increasingly more important. 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. Without proper planning, assets will be exposed to the nursing home and traditional elder law planning may result in income, capital gains, and estate tax consequences. During this webinar, we will also discuss recent changes to how Massachusetts Medicaid (MassHealth) determines the value of a life estate when a property is sold.
Event URL: https://attendee.gotowebinar.com/register/5407661405716422491
April 17, 2024, 12-1:30pm – Answers to Your Social Security Questions
Presented by: Kurt Czarnowski
Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with guest presenter Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt’s website at www.czarnowskiconsulting.com.
Event URL: https://attendee.gotowebinar.com/register/238317383332244828
May 22, 2024, 12-1:30pm – The Corporate Transparency Act
Presented by: Vinnie Bonazzoli and John D. Colucci
The Corporate Transparency Act (“CTA”), a federal law that became effective on January 1st, 2024, affects almost all corporations, partnerships, limited liability entities and other entities that require filing with a Secretary of State or Secretary of the Commonwealth. Starting January 1st, 2024, the Corporate Transparency Act requires all newly formed entities to make a reporting to the federal government for not only the entity but those deemed “beneficial owner(s).” Starting January 1st, 2025, almost all corporations, partnerships, limited liability entities and other entities, both new and existing, are required to file. Failure to file will result in severe penalties. During this webinar, Attorney Vinnie Bonazzoli and guest presenter Attorney John D. Colucci will discuss this new law, who needs to file, the filing requirements, and traps for the unwary.
Event URL: https://attendee.gotowebinar.com/register/3196980028375162203
June 13, 2024, 12-1:30pm – Trust Administration – What Happens with an Estate Plan After Death?
Presented by: Jesse Miller & Vinnie Bonazzoli
So, you made a great plan while you were alive…what happens after you or a loved one dies? Unfortunately, the documents aren’t your fairy godmother, and they don’t wave a magic wand to instantly pass your assets to your family. Join our Senior Trust Administration Paralegal, Jesse Miller, and Attorney Vinnie Bonazzoli for this webinar where we will discuss the specific steps that need to be addressed shortly after someone dies and in the months that follow. This webinar is a must for your Trustees and loved ones since you will not be here to administer your own plan. We have found that understanding the process before someone dies can make the process after death much smoother for your family members and loved ones. We will also discuss what steps might be helpful just prior to death to smooth out the trust administration process moving forward.
Event URL: https://attendee.gotowebinar.com/register/2594741225958544217
August 14, 2024, 12-1:30pm – Medicare 101: How to Choose the Right Medicare Option for You
Presented by: Scott Maibor
Medicare 101 is a concise overview of the Medicare system. Join us for this webinar with guest presenter, Scott Maibor. You will learn what you need to know about dates, costs, coverage, penalties & options so that you will be able to understand your options and obligations. The various parts of Medicare including Parts A, B, C, D and Supplements will also be reviewed.
Event URL: https://attendee.gotowebinar.com/register/969913728756769116
September 27, 2024, 3:30-5:30pm – Client Appreciation Event at Cider Hill Farm
Get ready for a delightful in-person client appreciation event at Cider Hill Farm this year! Enjoy an afternoon filled with family-friendly activities, including apple picking, sipping on refreshing cider, indulging in delicious donuts, and experiencing the joy of the farm. We welcome you to bring your children, grandchildren, and other family members to join in the fun, exploring the orchard, farm store, trike yard, giant sandbox, horse swings, and meeting adorable farm animals.
October 23, 2024, 12-1:30pm – The SECURE Act 2.0: Updates for 2024 and beyond
Presented by: Vinnie Bonazzoli
On December 20, 2019, President Trump signed into law the SECURE Act: the first major law change regarding qualified retirement plan assets in almost two decades. The SECURE Act has profoundly affected planning for required minimum distributions following the death of an IRA owner. The law now requires that the full IRA be distributed within 10 years, which dramatically accelerates income tax liability and potentially exposes the IRA assets to divorces, bankruptcies, and lawsuits. On February 24, 2022, proposed regulations clarified the SECURE Act 1.0, and then on December 29, 2022, Congress enacted what is now called the SECURE Act 2.0, which made further changes and clarifications. Although there are some exceptions to the 10-year rule, income tax, special needs trusts, and asset protection planning now need to be coordinated on a case-by-case basis. Join us for this webinar to learn the newest updates to the SECURE Act and potential strategies to minimize the adverse income tax consequences and continue asset protection.
Event URL: https://attendee.gotowebinar.com/register/6034339053083731552
November 20, 2024, 12-1:30pm – Planning for Special Needs Beneficiaries
Presented by: Michele Fuller
For those families who have children or loved ones who are receiving governmental benefits, or advisors who have clients in this situation, failure to plan properly will result in the child or loved one losing vital benefits such as medical assistance. This webinar will focus on how to take care of the child or loved one and still help them maintain eligibility for these critical benefits. We will specifically discuss common planning mistakes that are made in titling assets and naming beneficiaries as well as errors made in wills and trusts. We will discuss the difference between third-party special needs trusts and first-party special needs trusts and when they should be used. We will also discuss issues of choosing a guardian, when to apply for guardianship, and when to use powers of attorney and health care proxies. We are pleased to have Attorney Michele Fuller joining us, who is a national expert on special needs planning. She will also discuss the best options for taking care of your special needs child while balancing their relationships with their siblings and other family members with the goal of promoting the child’s independence.
Event URL: https://attendee.gotowebinar.com/register/6856275671892812117
December 18, 2024, 12-1:30pm – Estate Planning Around the Holidays: A Conversation Guide
Presented by: Samantha Caezza and Vinnie Bonazzoli
Embrace the joy of the holiday season by joining Attorneys Samantha Caezza and Vinnie Bonazzoli in this lively webinar dedicated to planning winter-themed family gatherings. Discover entertaining activities that seamlessly introduce the topic of estate planning in a light-hearted manner. Along the way, Vinnie and Samantha will weave in their own cherished holiday memories, traditions, and amusing anecdotes, making this webinar both informative and fun.
Event URL: https://attendee.gotowebinar.com/register/5060279503013750619
February 19, 2025, 12-1:30pm – The 2024-2025 State and Federal Law Update & Your Estate Plan
Presented by: Vinnie Bonazzoli
Join us for this webinar as we reflect on 2024 and what did (or did not) come to pass over the course of the year regarding tax change proposals, estate, income, and capital gains planning. We will review some of the strategies that we will employ to address the changes we know about and the changes that may happen.
Event URL: Coming soon