Boston Tax Institute, LTD.

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This is a 4-hour video conference (4 credits) led by Todd Lutsky, Esq., LL.M.

Multiple Purchase Discount
Quantity Discount Discounted price
2 + $46.00 $149.00

This bulk pricing will be applied to all 4 hour seminars (excluding Natalie Choate).


This is a 4-hour video conference (4 credits) led by Todd Lutsky, Esq., LL.M.

The Tax Cuts and Jobs Act of 2018 increased the federal exemption to $11,400,000 (indexed) while maintaining portability and the step-up in basis rules drastically changing the estate planning landscape. Instead of removing assets from the estate, the focus shifts to estate inclusion to obtain a step-up in basis and with proper planning obtain a double step-up in basis, as well as opening up generation-skipping tax planning opportunities. The Tax Cuts and Jobs Act has greatly expanded the moderate estate world and made understanding how to use a general powers of appointment and drafting the joint revocable trust more important than ever. How does all this planning impact the Massachusetts estate tax whose exemption remains at $1,000,000? Finally, the elderly are concerned about protecting assets from the nursing home but do not want to pay Massachusetts estate taxes as well.

Come and learn how Medicaid irrevocable trusts can be drafted to include QTIP trusts and a by-pass trust that will reduce estate taxes while still protecting assets from the nursing home. Come and learn how to skillfully craft an estate plan tailored to your client’s individual situation, while utilizing the latest in tax minimization, step-up in basis, and asset protection strategies. You also get an in-depth look at how to add value and form a relationship with your clients that transcends the “one-off” nature of common approaches to middle-class estate planning. You emerge with expert tools and a deep understanding of the key issues facing your clients.

Live Zoom Video Conference (June 12th, 1:15pm –  5pm)

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