What Every Estate Planner Needs to Know About the Laws of Other New England States & Florida

The host is pleased to welcome a distinguished panel of estate planning specialists from the other New England states, and Florida in one program concentrating on the laws in those jurisdictions. This seminar addresses the estate tax regimens and important laws of each of those New England states and laws in Florida that bear on your seasonal residents of Florida as well as those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner here in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either spend the winter there or who may be considering a change of domicile to the sunshine state.

Each panelist focuses on the laws of his/her jurisdiction of expertise covering estate tax provisions with emphasis on those with specific impact on non-domiciliaries owning real property in the subject state, real estate provisions, estate related uniform laws adopted in the jurisdiction, and other aspects of the law of each state that bear on clients that are connected with these states. Learn to prepare estate plan documents for review and approval by local counsel in the subject jurisdiction and have your initial drafts of estate plan documents close to mark in terms of their efficacy under local law.