CLE Program

Asset Protection Trusts

Date:

Date: Tuesday, March 19, 2019
Time: 12:00 p.m. - 2:30 p.m.
Runtime: 2:30h

Program Code:

PLC19

The MBA only offers Certificates of Attendance to individuals who attend education programs in person. Certificates are not available for participation in recorded MBA On Demand programs.

Registration

MBA Paralegals : $0.00
MBA Law Student : $0.00
MBA Member : $0.00
MBA New Admittee : $0.00
Non-member : $80.00
Register On Demand

Recent increases to the federal estate tax exemption have further shifted the primary concern of many estate planning clients away from tax planning and toward asset protection planning.

This workshop will provide an overview of the planning issues and techniques available to:

  • Limit the application of the Massachusetts elective share
  • Protect assets in the context of divorce
  • Protect assets from creditors
  • Protect assets in order to become eligible for government benefits, including Medicaid

In addition, the workshop will include hypothetical planning scenarios, relevant case law and sample trust provisions.

Faculty:

Albert F. Gordon, MBA, JD, Program Chair
Albert Gordon, Esq., Springfield
David J. Correira, JD, LLM, Panelist
Correira & Correira LLP, Boston
Eric D. Correira, JD, LLM, Panelist
Correira & Correira LLP, Boston

Sponsoring Sections:

Probate Law Section
Taxation Section

NOTE: This is a previously recorded MBA On Demand product.
When you register, you will receive a link via email to the previously recorded MBA On Demand program and its ePublication. Your member profile will also contain a permanent link to the MBA On Demand version of the program.

System Requirements
Read the On Demand system requirements and view an On Demand product demonstration. If you have questions regarding On Demand products or how to use the software, contact Senior Programs Manager Marc A. D'Antonio, Esq. at (617) 338-0646 or email Marc.

Read System Requirements  Watch On Demand Demonstration

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