Kristin Shirahama and Eileen Lee Breger to Present 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. Join Kristin Shirahama and Eileen Lee Breger and on June 16 for the MCLE program “Asset Transfers & Reduction of Assets.” This new program explores and explains 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 includes:
- Tax-Deferred Retirement Accounts
- Transfer of House
- Tax Considerations
- “Ask the Experts” Q&A Session
June 16, 2023
9 AM – 12 PM
Categorized: Events + Recordings
Tagged In: capital gains, diminished capacity, estate planning, estate taxes, income taxes, long-term care
