Dale Kaiser and Rebecca MacGregor to Present “Gifting Strategies to Reduce Massachusetts Estate Tax” (Webinar)
Because the federal estate tax exclusion is so high, many clients may think they do not need to plan for estate taxes. However, the Massachusetts estate tax affects many of our clients.
Join Dale Kaiser and Rebecca MacGregor for “Gifting Strategies to Reduce Massachusetts Estate Tax” presented by Massachusetts Lawyers Weekly as they discuss how the Massachusetts estate tax affects so many clients and ways to plan for it. Bowditch is pleased sponsor of this event.
- Marital deduction planning
- Portability planning
- Various gifting strategies, including utilizing irrevocable trusts