Upcoming Workshops
We have developed a series of workshops for prospective clients, planning partners, and the interested public. Each workshop is listed below with the dates we are presenting the workshop.
We do ask that you RSVP for the workshop of your choice to
(617) 716-0300.

Fundamentals of Estate Planning
What is a will? What is a trust? What health care documents do I need? What is the estate tax? These questions and more are discussed in this introduction to estate planning. This one hour workshop covers basic documents, discusses some common planning issues and concludes with an overview of the federal and state estate taxes.

Creating Plans that Work
This two-hour workshop combines the material covered in ‘Fundamentals of Estate Planning’ with a more detailed discussion about solving common estate planning problems. This workshop talks about how we can ensure that a plan is updated and accessible when needed, how we can leave assets to loved ones protected from creditors and predators, and how we can plan for periods of mental disability.

Gay and Lesbian Estate Planning
Gay and lesbians have very unique needs when it comes to estate planning. Whether you are married, single, children, or nieces and nephews that you need to provide for, traditional estate planning just does not work. Often, we hear of stories about the challenges concerning health care decisions or the extremely complicated tax situation that same sex couple have. This workshop will address those unique needs and help educate you on what options may be available for you and your loved ones.

Estate Planning for Young Families
Young mothers and fathers often struggle with finding the time to review, research, and understand what they need to do to protect each other and their children. This workshop will explore estate planning essentials for families such as wills, trusts, and protecting wealth for your children. We will also cover family specific estate planning needs like guardianship and designating emergency guardians.

Charitable Giving
Would you like to minimize your tax bill and leave money to charity at the same time? This two hour workshop may be for you. We’ll discuss the charitable planning tools available, talk about the implications these gifts have on income and estate taxes, and share some information on partnering with nonprofit groups. Please call the office for more details.

Advanced Estate Planning
This two hour workshop goes over the “alphabet soup” of tools available when solving advanced planning issues: ILITs, GRATs, CRUTs and CRATs are all discussed, along with several other advanced planning strategies. Learn what practical and financial questions you should answer when considering one of these strategies. Please call the office for more details.

Again, if you have any questions about these workshops or would maybe like us to present one of these workshops on-site somewhere, please call the office at (617) 716-0300.