Active Roster

Media

Sponsors

2018 Educational Series and Calendar of Events

Client Workshops

Tuesday, February 20 – 3:00 pm The New 2018 Tax Law Update

 

On December 29, 2017, President Donald Trump signed a comprehensive law change that will impact the majority of people and businesses. This seminar will review major income, gift and estate tax law changes and how this may affect you and your family. We encourage you to invite your children, trustees and/or executors to this must-see seminar.

Register Now

 

Thursday, March 8 – 3:00 pm Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse

 

The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you’re gone. But sometimes taking care of a loved one means hoping for the best & planning for the worst. We’ll look at some of the divorce & creditor protection strategies available, as well as ways we’ve successfully assisted clients in planning for a child with a substance abuse issue.

Register Now

 

Thursday, April 12 – 3:00 pm ∙ Making Your Estate Plan Work: Asset Alignment, Verification & Tracking

 

At Family Estate Planning Law Group, we know the most important thing is that our clients’ families are cared for after they pass. To accomplish this, we must focus on how assets are titled at death. We’ll discuss how to ensure your estate plan works: the initial alignment of assets with the estate plan, verification of that alignment from institutions & ongoing tracking of changes in value & ownership of assets.

Register Now

 

Thursday, May 10 – 3:00 pm Guest Speaker – Stay Tuned!

 

Thursday, June 7– 3:00 pm Answers to Your Social Security Questions

 

Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt’s website at www.czarnowskiconsulting.com.

Register Now

 

Tuesday, July 17 – Client Appreciation Event: Lowell Spinners Baseball Game!

Save the date – details to come!

 

Thursday, September 6 – 3:00 pm A Little Medicaid Planning Goes a Long Way: Protecting Your Assets with Irrevocable Trusts

 

As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don’t protect assets, an irrevocable trust (or “lockbox”) can provide asset protection during life & may protect the value of your home & other assets.

Register Now

 

Thursday, October 4 – 3:00 pm What Should You Do After Your Loved-One Dies?

 

What are the first steps after a spouse, parent or loved-one dies? What should you do after the funeral services? When should you schedule a meeting with your estate planning attorney? Please join us for a new workshop where we review the questions we typically receive immediately following the loss of a family member and what you’ll need to know about the trust administration process. Please feel free to invite your family members, trustees and/or fiduciaries to attend with you.

Register Now

 

Thursday, November 8 – 3:00pm Honoring Our Veterans: Specialized Planning & Benefits with Jerry Turner

 

If you or your spouse is a veteran, you may be eligible for benefits, including payment for long-term care. Local attorney Jerry Turner, an expert on veteran’s benefits (as well as a friend & colleague), will lead this workshop. If you or someone you love is a veteran, this workshop is a must!

Register Now

 

Thursday, December 6 – 3:00 pm Planning for the Mass. Estate Tax & The Mass. Standby Gifting Trust

 

With the Massachusetts estate tax affecting estates over $1M, estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Saving on the state estate tax isn't always in a family's best interest, especially if it means a higher income tax liability for beneficiaries. We'll cover techniques to lower overall estate & income tax liability for beneficiaries, shifting the focus from estate tax savings to a family's overall tax liability.

Register Now

About Our Client Workshops

These free educational workshops are included as part of the Family Lifetime Planning Process. As laws change or as we come across relevant topics, we may add additional sessions throughout the year. We may also alter or cancel workshops due to low attendance with notice to any expected attendees.

Your loved ones, helpers, friends & trusted advisors are welcome at any of these sessions. If you're unable to attend, but would like the printed materials sent to you after the event, please contact our office & we'll be happy to accommodate your request.

How to Sign Up

  • Use the 'Register Now' link above
  • Call the office at (781) 246-8200, or
  • Email us at info@feplg.com  

Sessions held in our office are limited to 20 participants, so reserve your seat early! If you're unable to attend in person, but would like to join by conference call, please contact our office so we can make arrangements.

We look forward to seeing you!

Introducing: Client Webinars

Unable to join us for an in-house seminar? Join us online! We’re excited to announce our new monthly webinar series. If you’re unable to participate, recordings will be made available.

 

Monday, February 26 at Noon – The New 2018 Tax Law Update

 

On December 29, 2017, President Donald Trump signed a comprehensive law change that will impact the majority of people and businesses. This seminar will review major income, gift and estate tax law changes and how this may affect you and your family.

Register Now

 

Monday, March 12 at Noon - Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse

 

The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you’re gone. But sometimes, taking care of a loved one means hoping for the best & planning for the worst. We’ll look at some of the divorce & creditor protection strategies available, as well as ways we’ve successfully assisted clients in planning for a child with a substance abuse issue.

Register Now

 

Tuesday, April 17 at Noon Making Your Estate Plan Work: Asset Alignment, Verification & Tracking

 

At Family Estate Planning Law Group, we know the most important thing is that our clients’ families are cared for after they pass. To accomplish this, we must focus on how assets are titled at death. We’ll discuss how to ensure your estate plan works: initial alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.

Register Now

 

Monday, September 10 at Noon A Little Medicaid Planning Goes a Long Way: Protecting Your Assets with Irrevocable Trusts

 

As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don’t protect assets, an irrevocable trust (or “lockbox”) can provide asset protection during life & may protect the value of your home & other assets.

Register Now

 

Tuesday, October 9 at Noon What Should You Do After Your Loved-One Dies?

 

What are the first steps after a spouse, parent or loved-one dies? What should you do after the funeral services? When should you schedule a meeting with your estate planning attorney? Please join us for a new workshop where we review the questions we typically receive immediately following the loss of a family member and what you’ll need to know about the trust administration process. 

Register Now

 

Monday, November 12 at Noon I Like My Kids, but I Love My Grandkids – Planning With Inherited IRA Trusts

 

Thinking about how to provide for your grandchildren in your estate plan while still making sure your children have enough money for their retirement?  The inherited IRA laws now make it easier and more attractive to provide substantial wealth to your children and grandchildren through proper IRA planning.  Attend this session to learn about the Inherited IRA Strategy where we will discuss how to keep IRAs growing tax deferred for decades after the death of the IRA owner and help your family address the Social Security crisis.

Register Now

 

Friday, December 7 at Noon Planning for the Mass. Estate Tax & The Mass. Standby Gifting Trust

 

With the Massachusetts estate tax affecting estates over $1M, estates below the federal estate tax exemption amount could still incur a state estate tax bill of over $900,000. Saving on the state estate tax isn't always in a family's best interest, especially if it means a higher income tax liability for beneficiaries. We'll cover techniques to lower overall estate & income tax liability for beneficiaries, shifting the focus from estate tax savings to a family's overall tax liability.

Register Now

 

How to Sign Up

Register online at https://events.feplg.com/Client_Workshops.html. Recordings of the webinar presentations will be made available on our website. Email info@feplg.com to request a recording of the presentation.

Past Events

If you would like to request the materials from any of our past presentations, email info@feplg.com and we will be happy to accomodate your request.

Thursday, December 14 3:00 pm ∙ Legal Update: Year-in-Review & Outlook for 2018

Join us for our annual end-of year-review! We'll discuss the changes we've seen in the estate, gift tax & Medicaid laws in 2017 & look at what may be on the horizon for 2018.

Thursday, November 9  ∙ Honoring Our Veterans: Specialized Planning & Benefits with Jerry Turner

If you or your spouse is a veteran, you may be eligible for benefits, including payment for long-term care. Local attorney Jerry Turner, an expert on veteran's benefits (as well as a friend & colleague), will lead this workshop. If you or someone you love is a veteran, this workshop is a must!

Thursday, October 12 ∙ Protecting Your Digital Footprint with Chris Hawthorne

Today, the Internet touches almost every corner of our lives. We use online banking, access investment or retirement accounts, monitor social media, buy movies or music & store other valuable information. However, our information is often more vulnerable than we realize. Chris Hawthorne, a colleague & expert, will guide us through some of the most important steps to take to protect our digital footprint.

Thursday, September 14 ∙ A Little Medicaid Planning Goes a Long Way: Protecting Your Assets with Irrevocable Trusts

As our population ages, we hear more & more about the importance of protecting our homes & assets from nursing home expenses. While revocable living trusts don't protect assets, an irrevocable trust (or "lockbox") can provide asset protection during life & may protect the value of your home & other assets.

Tuesday, August 8 ∙ Annual Summer Social: Lowell Spinners Baseball Game!

 

Thursday, June 15 ∙ Answers to Your Social Security Questions

Join us for a look at the complex topics of Social Security & Medicare in one of our most popular sessions with Kurt Czarnowski (formerly of the Social Security Administration). He will be available to answer any of your specific questions. You can visit Kurt's website at www.czarnowskiconsulting.com.

Thursday, May 11 ∙ Caregiver Concerns with Dianne Savastano

With an aging population, many people are becoming the primary caregiver for a loved one. And many of us realize that the time may come when we need long-term caregiving ourselves. We welcome Dianne Savastano, owner of Healthassist, to discuss the challenges for caregivers, what to do when someone doesn't have a local caregiver, crucial information you should know & helpful resources.

Thursday, April 13 ∙ Making Your Estate Plan Work: Asset Alignment, Verification & Tracking

At Family Estate Planning Law Group, we know the most important thing is that our clients' families are cared for after they pass. To accomplish this, we must focus on how assets are titled at death. We'll discuss how to ensure your estate plan works: inital alignment of assets with the estate plan, verification of alignment from institutions & ongoing tracking of changes in value & ownership of assets.

Thursday, March 9 ∙ Protecting Inheritances from Divorce, Creditor Issues & Substance Abuse

The most common reason for creating an estate plan is to take care of your family & other loved ones, even long after you're gone. But sometimes, taking care of a loved one means hoping for the best & planning for the worst. We'll look at some of the divorce & creditor protection strategies available, as well as ways we've successfully assisted clients in planning for a child with a substance abuse issue.

Thursday, February 9 ∙ De-Mystifying Qualified Retirement Plans: What You Need to Know - Canceled due to inclement weather

Do you want to provide for your grandchildren in your estate plan while ensuring your children have enough for retirement? Are you confused by required minimum distribution rules? Current inherited IRA laws make it more attractive to provide substantial wealth to your children & grandchildren through proper IRA planning, keeping IRAs growing tax-deferred for decades. We'll discuss inherited IRA strategies & the best ways to deal with required minimum distributions.

Wednesday, January 25 ∙ The Election's Impact on Your Estate Plan

With every new administration comes new legislation & new challenges. There is always speculation about what changes we could see, especially after such a contentious election season. Join us as we take a look at the potential impact of President Trump's administration on estate planning.

    2017
    1 more calendar year [SHOW]

    Family Estate Planning Law Group

    info@feplg.com