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Kristin Shirahama and Eileen Lee Breger

Kristin Shirahama and Eileen Lee Breger Presented at MCLE’s “Asset Transfers & Reduction of Assets”

As the saying goes, “Nothing is certain except death and taxes”—and nowhere do these two intersect more than in planning for long-term care. On June 16, Kristin Shirahama and Eileen Lee Breger presented the MCLE program “Asset Transfers & Reduction of Assets.” The new program explored and explained the tax implications of transfer planning.

Estate planning involving diminished capacity, access to MassHealth and long-term care needs always includes an analysis of income taxes, capital gains taxes and estate taxes.  The agenda included:

  • Tax-Deferred Retirement Accounts
  • Transfer of House
  • Tax Considerations
  • “Ask the Experts” Q&A Session

View the Recording


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