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2018 Professional Advisor Webinars

Unable to join us for an in-house seminar? Join us online for our monthly webinar series for Attorneys, CFPs, CPAs & Financial Advisors. Credit is available for CPAs. If you are unable to participate, recordings of the presentations will be made available in the Past Webinars section below. Contact our office & we'll be happy to send you any materials you may need to follow along in the presentation.

Upcoming Webinars

Monday, November 19, 2018 – 12:00 pm ∙ Planning for MA Estate Taxes: The MA Standby Gifting Trust

With the Massachusetts state estate tax affecting estates over $1M, any estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Sometimes, saving on the state estate tax may not be in a family's best interest, especially if it results in a higher income tax liability when beneficiaries sell assets after a death. We'll cover techniques to lower overall estate & income tax liability for beneficiaries after a loved one dies, shifting the focus from estate tax savings to a family's overall tax liability.

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Monday, December 17, 2018 – 12:00 pm ∙ Preserving a Business for the Next Generation

Most business owners are busy people. They don’t have time for complex estate planning, right? With the odds often stacked against family businesses, if they don’t make the time, the likelihood that the business will fall apart after their death increases significantly. Come join us to learn how business owners can prepare to pass their business to the next generation & avoid undue family conflict.

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How to Sign Up

Register by clicking the “Register Now” link below the webinar you wish to register for or by emailing us at info@feplg.com


Past Webinars


October 2018 – Crisis Planning for Medicaid & Estate Planning

Media advertisements about Medicaid planning have drastically increased in recent years. But clients are still confused about effective trust planning to protect their homes & assets. Planners don't always consider Medicaid's five year look-back period or the income tax consequences of gifting assets. Protecting assets is more difficult as courts clog with Medicaid cases. We'll review crucial Medicaid concepts & how to counsel clients to maximize family control of assets while minimizing income tax consequences during life & after death. 2 CE credit hours available for CFPs.

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September 2018 – Retaining Assets: The Impact of a Family Meeting

Studies show families often divide or move assets in a detrimental manner after a death & without consulting the deceased's trusted financial advisor. Estate planning documents can help, but they're no substitute for the chance to build a relationship with the family during a client's life. We'll demonstrate the power of a family meeting & provide agendas, scripts & procedures for establishing a relationship with a client's family. We'll help you increase the likelihood assets under management will stay with you as you become the trusted advisor for the entire family.

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August 2018 –  Digital Assets: A New Estate Planning Frontier

Today, the Internet touches almost every corner of our lives. We use online banking, access financial information, monitor social media, buy movies or music & store other valuable information on the web. Online accounts often contain information critical to caring for someone in the event of incapacity or effectively administering an estate after death. Even if they have username & password information, loved ones are refused access to these accounts at death or disability. We’ll introduce you to some of the legal issues & best practices in this ever-evolving area of law.

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July 2018 – Planning for MA. Estate Taxes: The MA. Standby Gifting Trust

With the Massachusetts state estate tax affecting estates over $1M, any estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Sometimes, saving on the state estate tax may not be in a family's best interest, especially if it results in a higher income tax liability when beneficiaries sell assets after a death. We'll cover techniques to lower overall estate & income tax liability for beneficiaries after a loved one dies, shifting the focus from estate tax savings to a family's overall tax liability.

View Recording

June 2018 – Estate Planning Audit

When planning for a married couple, there are numerous factors to consider. Consider those with children from a previous marriage or ensuring proper planning to take advantage of the unlimited marital deduction at the death of the first spouse. We'll take a look at some of the crucial estate planning concepts to consider when planning for a couple, especially with complicated family situations.

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May 2018 – Elder Law & Medicaid: Protecting the Home or Other Assets

Lately, clients looking for effective trust planning are confused by increased media advertising on the importance of protecting homes & other assets from nursing home costs. Most planning doesn't consider the five year look-back period or the income tax consequences of gifting assets, while recent court decisions make asset protection more difficult & older trusts ineffective. For professionals to properly advise clients, they'll need cutting-edge asset protection techniques & ways to maximize family control of assets & minimize income tax consequences during life & after death.

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April 2018 – The Death of Funding: Aligning Assets with an Estate Plan

At Family Estate Planning Law Group, we know the most important thing is taking care of clients' families after they pass. To accomplish this, we must focus on how assets are titled at death. We'll discuss how to ensure an estate plan works: initial alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.

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March 2018 – Planning for Special Needs Beneficiaries

In order to protect a special needs beneficiary from becoming ineligible for benefits, we as an estate & financial planning community must understand under what circumstances a special needs child may receive assets. We'll address the unique issues faced by special needs beneficiaries, special needs trust options, planning techniques for family members & the transition from special needs minor to special needs adult.

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February 2018  – The New Estate Tax Law 2018 Update

On December 29, 2017, President Donald Trump signed a comprehensive law change that will impact the majority of people and businesses. This seminar will review major income, gift and estate tax law changes and how this may affect your business and your clients.

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    Family Estate Planning Law Group

    info@feplg.com