Massachusetts Estate Tax Update 2020 | National Association of Estate Planners & Councils | 21 January 2020 | Alberto's Ristorante, 360 Main St, Hyannis, MA 02601, USA

This presentation will be led by Todd E. Lutsky, and will include a discussion of how gifting affects the Massachusetts estate tax; Massachusetts and federal QTIP Elections and second step-up in basis; and proposed changes to the Massachusetts estate tax. Todd E. Lutsky joined Cushing and Dolan, P.C. in 1995 initially concentrating in the preparation of estate plans, including the use of revocable trusts, joint trusts, irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. He has since expanded his practice to include business planning through the use of Massachusetts limited liability companies, Delaware series limited liability companies, sales of assets to an intentionally defective grantor trust, cross purchase agreements, stock redemption agreements, deferred compensation agreements, and spousal lifetime access trusts. He has further expanded his practice to include Medicaid and asset protection planning for the elderly, assisting clients with the Medicaid application, preparation and eligibility process of obtaining MassHealth benefits, fair hearings, and advanced Medicaid planning and the preservation of assets through the use of grantor irrevocable income only trusts.

2020 Speaker

Todd E. Lutsky
Cushing & Dolan, P.C., Attorneys at Law