ESTATE PLANNING — This is a detailed seminar on estate planning techniques, with an emphasis on avoiding gift and estate taxes and maximizing lifetime wealth. We’ll explain the probate process and techniques on how to avoid probate. We’ll have an in-depth review of federal and state tax laws, wills, trusts, living wills, living trusts, planning for incapacity, and the coordination of retirement assets and life insurance with the rest of your estate planning. Recent tax law changes, as well as why estate planning is necessary will be covered. Case studies will be included. Your participation is encouraged.
3 Sessions March 15, 22, 29 BMS Monday 7:00-9:00 p.m.
Patricia Beauregard is a member of Wiggin and Dana’s Trusts and Estates Department in New Haven. Her practice includes estate and tax planning, estate administration, and advising clients about taxes and other matters affecting tax exempt organizations.