Boston Tax Institute, LTD.

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

The Tax Cuts and Jobs Act of 2018 has introduced a variety of new planning opportunities – it is all about the basis. Massachusetts, however, continues to limit its exemption to $1,000,000. In this program, we will guide you through the proper preparation of federal and state estate tax returns as well as any necessary gift tax returns including a discussion of the pros and cons of the portability election and how it works, the QTIP election for the state, and even the potential benefits of a federal QTIP election.

Using a hypothetical example we will guide you through schedule by schedule the preparation of a federal and Massachusetts estate tax return along with an explanation of the different estate planning techniques you may encounter when preparing these returns as well as whether they are included in the estate or not, such as revocable trusts, irrevocable life insurance trusts, first and second to die variety, Medicaid income only trusts, limited liability companies, and much more with special attention paid to a joint trust and the application of § 1014(c) to the trust and the possible double step-up in basis. So sharpen your pencil and come to this hypothetical-packed session ready to “do the math.”

Live Zoom Video Conference (June 18th, 9am –  12:45pm)

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