How to Plan Bequests or Gifts to Grandchildren (Webcast)

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.