April 13, 2021
Cristina Coletta Blau and Jennifer Lo will be conducting a 60-minute webinar “How to Plan Bequests or Gifts to Grandchildren” hosted by Massachusetts Continuing Legal Education (MCLE).
This webinar will address low-cost and easy-to-implement strategies to complex trusts and creative approaches.
Some topics will include:
- The Ground Rules for Grandparent Gifts and Bequests
- The Generation-Skipping Transfer Tax
- Easy and Low-Cost Gift Strategies for Clients at All Income and Asset Levels
- A Creative Strategy That Encourages Good Financial Housekeeping Skills
- 529 Plans
- When a Trust Is Appropriate
- A Non-Financial Legacy for Grandchildren
April 13, 2021 – Live Webcast
12:00 p.m.
April 27, 2021 – Recorded Webcast
9:00 a.m.
May 4, 2021 – Recorded Webcast
12:00 p.m.