It is critical to know what assets the clients have at all stages of the estate planning process. At the beginning, are we talking about and designing the right plan (tax considerations, creditor protection, or MassHealth eligibility)? At the end of the engagement, how do we help the client align their assets to make the estate plans effective? After the engagement is over, how do we help the clients keep the plans alive and viable with the possible addition of new assets or changes in circumstances?
Course Content
9:30 - 10:15 am
10:15- 10:20 am
10:20 - 10:55 am
10:55 - 11:20 am
11:20 - 11:30 am
Please Note
Speakers
FacultyKaren B. Johnson, Esq.,
Madge & Johnson, PC, Westford
Kerry Reilly, Esq.,
Danger Law, Newton Upper Falls