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Gifting Strategies to Reduce Massachusetts Estate Tax

Because the federal estate tax exclusion is so high, many clients may think they do not need to plan for estate taxes. However, the Massachusetts estate tax affects many of our clients. In this seminar, Attorneys Dale Kaiser and Rebecca MacGregor of Bowditch will discuss how the Massachusetts estate tax affects so many clients and ways to plan for it, including:

• Marital deduction planning
• Portability planning
• Various gifting strategies, including utilizing irrevocable trusts

Sep 22, 2021 10:00 AM in Eastern Time (US and Canada)