MassNAELA Elder Law Institute XXXI:

Mastering Trusts: From Alphabet Soup to Strategic Planning

 

Click Here to Register

 

Location: MCLE, New England – 10 Winter Place, Boston, MA 02108

Date & Time: Friday, May 2, 2025, 8:30 AM – 4:30 PM

Cost: MassNAELA Members $275; Non-members $325 (Can’t Attend? You can purchase a video recording and the materials to be sent after the program. Also, this event will also be streamed live.)

 

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;
  • 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.

Debra R. Silberstein, Esq.

Angelina Stafford, Esq.

Mark Worthington, Esq., CELA