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2018 Client Workshops

Honoring Our Veterans: Specialized Planning & Benefits with Jerry Turner - POSTPONED due to recent changes in VA laws. Stay tuned for the rescheduled date!

If you or your spouse is a veteran, you may be eligible for benefits, including payment for long-term care. Local attorney Jerry Turner, an expert on veteran’s benefits (as well as a friend & colleague), will lead this workshop. If you or someone you love is a veteran, this workshop is a must!

Register Now

Thursday, December 6 – 3:00 pm ∙ Planning for the Mass. Estate Tax & The Mass. Standby Gifting Trust

With the Massachusetts estate tax affecting estates over $1M, estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Saving on the state estate tax isn't always in a family's best interest, especially if it means a higher income tax liability for beneficiaries. We'll cover techniques to lower overall estate & income tax liability for beneficiaries, shifting the focus from estate tax savings to a family's overall tax liability.

Register Now

About Our Client Workshops

These educational workshops available to clients of Family Estate Planning Law Group as part of our client care program, the Family Lifetime Planning Process. As laws change or as we come across relevant topics, we may add additional sessions throughout the year. We may also alter or cancel workshops due to low attendance with notice to any expected attendees.

Our clients, their loved ones, helpers, friends & trusted advisors are welcome at any of these sessions. If you're unable to attend, but would like the printed materials sent to you after the event, please contact our office & we'll be happy to accommodate your request.

How to Sign Up

  • Use the 'Register Now' link above
  • Call the office at (781) 246-8200, or
  • Email us at info@feplg.com  

Sessions held in our office are limited to 20 participants, so reserve your seat early! If you're unable to attend in person or missed any of our in-house workshops, visit our webinar page to check out available content and watch past recordings!

If you would like to request the materials from any of our past presentations, email info@feplg.com and we will be happy to accomodate your request.

We look forward to seeing you!

Past Events

If you would like to request the materials from any of our past presentations, email info@feplg.com and we will be happy to accomodate your request.

October 2018 – What Should You Do After Your Loved-One Dies?

What are the first steps after a spouse, parent or loved-one dies? What should you do after the funeral services? When should you schedule a meeting with your estate planning attorney? Please join us for a new workshop where we review the questions we typically receive immediately following the loss of a family member and what you’ll need to know about the trust administration process. Please feel free to invite your family members, trustees and/or fiduciaries to attend with you.

September 2018 – A Little Medicaid Planning Goes a Long Way: Protecting Your Assets with Irrevocable Trusts

As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don’t protect assets, an irrevocable trust (or “lockbox”) can provide asset protection during life & may protect the value of your home & other assets.

June 2018 – Answers to Your Social Security Questions

Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt’s website at www.czarnowskiconsulting.com.

May 2018 – Caregiver Concerns with Dianne Savastano

With an aging population, many people are becoming the primary caregiver for a loved one. And many of us realize that the time may come when we need long-term caregiving ourselves. We welcome Dianne Savastano, owner of Healthassist, to discuss the challenges for caregivers, crucial information you should know & helpful resources.

April 2018 – Making Your Estate Plan Work: Asset Alignment, Verification & Tracking

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

March 2018 – Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse

The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you’re gone. But sometimes, taking care of a loved one means hoping for the best & planning for the worst. We’ll look at some of the divorce & creditor protection strategies available, as well as ways we’ve successfully assisted clients in planning for a child with a substance abuse issue.

Click here for the recorded presentation

February 2018 – The New 2018 Tax Law 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 you and your family. We encourage you to invite your children, trustees and/or executors to this must-see seminar.

Click here for the recorded presentation

    Family Estate Planning Law Group

    info@feplg.com