Sophisticated Estate Planning: The Latest Cutting-Edge Techniques

Tax Briefings 2016 (4:00 p.m. - 5:45 p.m.)
Sullivan & Worcester Conference Center, Boston, MA
March 23, 2016

Sullivan & Worcester hosted a Tax Briefings seminar, “Sophisticated Estate Planning: The Latest Cutting-Edge Techniques,” on March 23, 2016, led by Joseph B. Darby III, Gabrielle M. Clemens from UBS Financial Services Inc., Michael A. Mingolelli from Pinnacle Financial Group and Lisa N. Mingolla. This seminar examined the “hot” ideas being touted in U.S. domestic estate planning in 2016. The program started with a review of estate-planning basics, and then moved quickly to the most creative and popular ideas being advocated today in wealth-transfer planning.

View program materials by Jay Darby

Topics included:

In addition, Massachusetts taxation and estate-planning strategies for individuals who plan to remain life-long residents of Massachusetts were discussed.

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