MassNAELA Elder Law Institute XXXI (Hybrid)

When
Fri, May 02, 2025
8:30 AM - 4:30 PM
Location
MCLE, New England - 10 Winter Place, Boston, MA 02108

Registration

Law Student – $100.00
MassNAELA Member – $275.00
Everyone that registers has the option to attend in-person or stream the program virtually. In addition, everyone will receive access to a recording of the program.
Non-Member – $325.00
Everyone that registers has the option to attend in-person or stream the program virtually. In addition, everyone will receive access to a recording of the program.

MassNAELA Elder Law Institute XXXI (Hybrid)

Friday, May 2, 2025

MCLE, New England - 10 Winter Place, Boston, MA 02108

Registration 8:30AM

Program: 9:00AM - 4:30PM

***This program will be streamed live and recorded.

Mastering Trusts:

From Alphabet Soup to Strategic Planning

Presenters and Topics:
Institute Chair
Gina Barry, Esq., CELA

Topics:

Decoding the Acronyms – A deep dive into A-B and A-B-C Trusts, ILITs, IIOTs, IDGTs, SLATs, and SNTs;
Understanding joint revocable trusts and the MA only Qtip election;
Determining Grantor vs. Non-Grantor Trust Status – Key factors, IRS rules, and tax implications in trust classification;
Tax Implications & Benefits – Exploring how different trusts impact estate, gift, and income taxes;
Asset Protection & Wealth Preservation – Using trusts to shield assets and ensure generational wealth transfer;
Strategic Trust Selection – Identifying the right trust(s) based on client needs, goals, and family dynamics; and
Trust Planning for Retirement Assets – How to structure trusts to hold IRAs and other retirement accounts under the SECURE Act.

Presenters:
Hyman G. Darling, Esq., CELA
Meredith H. Greene, Esq.
Karen Johnson, Esq.
Todd Lutsky, Esq., LL.M.
Debra R. Silberstein, Esq.
Angelina Stafford, Esq.
Mark Worthington, Esq., CELA

If you have any questions, contact Executive Director, Clarence Richardson, at Clarence@MassNAELA.com or (617) 566-5640

The Massachusetts Chapter of the National Academy of Elder Law Attorneys is a 501(c)6 non-profit organization. P.O. Box 600046, Newtonville, MA 02460