Massachusetts Estate Tax Update
Please join us for our January EPCCC Meeting!
Tuesday, January 21, 2020 11:45 AM – 1:30 PM
Alberto's Ristorante 360 Main Street, Hyannis, MA
“Massachusetts Estate Tax Update”
This presentation will be led by Todd E. Lutsky, and will include a discussion of how gifting affects the Massachusetts estate tax; Massachusetts and federal QTIP Elections and second step-up in basis; and proposed changes to the Massachusetts estate tax.
Todd E. Lutsky joined Cushing and Dolan, P.C. in 1995 initially concentrating in the preparation of estate plans, including the use of revocable trusts, joint trusts, irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. He has since expanded his practice to include business planning through the use of Massachusetts limited liability companies, Delaware series limited liability companies, sales of assets to an intentionally defective grantor trust, cross purchase agreements, stock redemption agreements, deferred compensation agreements, and spousal lifetime access trusts. He has further expanded his practice to include Medicaid and asset protection planning for the elderly, assisting clients with the Medicaid application, preparation and eligibility process of obtaining MassHealth benefits, fair hearings, and advanced Medicaid planning and the preservation of assets through the use of grantor irrevocable income only trusts.
Mr. Lutsky graduated from the University of Toledo School of Law in 1991 and obtained a Master's Degree in Taxation from the Boston University School of Law in 1992. He joined the public sector as a tax attorney with the international accounting firm of Price Waterhouse LLP. He is also a member of the National Academy of Elder Law Attorneys and the Boston Estate Planning Council, and is co-founder of the Boston Chapter of the National Aging in Place Council. He was named a Five Star Wealth Manager in 2015 and 2016 and a Super Lawyer in 2017.
Mr. Lutsky also provided his expertise from 1998-2013 as the co-host on a nationally syndicated live call-in radio talk show entitled Money Matters in which he answered questions and provided information on all aspects of estate and asset protection planning; trust planning; estate, gift, and income tax issues; elder law; Medicaid application preparation and elder law planning; and Medicaid eligibility matters. In 2013, Mr. Lutsky was given the opportunity to host his own radio show called The Legal Exchange with Todd Lutsky, a talk show that allows Todd to provide a more in-depth discussion on estate and asset protection planning, estate, gift tax, and elder law issues.
Mr. Lutsky is a regular speaker for Massachusetts Continuing Legal Education, Foundation for Continuing Education, Massachusetts Association of Accountants, Mass Society of Enrolled Agents, Massachusetts Chapter of National Academy of Elder Law Attorneys, National Business Institute, and several other organizations.
Please RSVP by FRIDAY, January 17, 2020 if you would like to attend the lunch. You can RSVP directly on our website or simply hit the "RSVP Now for this Event" button on this e-mail for a direct link to the registration page! If you are a current member choose "prepaid" as your payment method on the registration screen.
Guest Fees & Rules: Guest fees of EPCCC members are now $50.00 and are due prior to or at the time of the event. Guest fees can be paid on our website via credit card, or at the event via credit card, cash or check payable to EPCCC. PLEASE NOTE: You may only attend a lifetime maximum of three (3) EPCCC meetings as a guest, beyond that you must become a member. If you become a member on the day of the meeting you are attending as a guest, we will credit the guest fee against your membership fees.
