“Nothing is certain except death and taxes” - and nowhere do these two intersect more than in planning for long-term care. Estate planning involving diminished capacity, access to MassHealth, and long-term care needs, always involves an analysis of income taxes, capital gains taxes, and estate taxes. This new program explores and helps you understand the tax implications of transfer planning.
Course Content
9:00 - 9:15 am: Introduction
9:15 - 10:30 am: Transfer of Highly Appreciated Assets
10:30 - 11:45 am: Tax-Deferred Retirement Accounts
