ESTATE PLANNING COUNCIL OF CAPE COD

Please join us at the Hyannis Port Golf Club for our annual meeting where Anna Byrne will be hosting a discussion regarding the increased Massachusetts estate tax, a review of filing thresholds and estate tax calculations. She will discuss the Massachusetts "millionaire tax” who it impacts and how is it calculated. A review of the Massachusetts Non-Resident Income Tax rules (830 CMR 62.5A) to understand the MA long income tax “arm” if your clients are contemplating a move out of Massachusetts. 

The first 25 registrants will recieve a complimentary copy of Anna's book: “The Inheritor’s Guide”, A Legal, Financial, and Emotional Guide to Managing Your Parents’ Estate.

If you are interested in golf following the event, please email Pat Murphy for details and registration: Patrick.murphy@ubs.com.

We will also be nominating and voting for officers for the 2024-2025 fiscal year, followed by Anna Byrne's presentation

Please RSVP by Friday, June 7th, 2024 if you would like to attend. You can RSVP directly on our website or simply hit the “RSVP Now for this Event” button on this email 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.

Anna Byrne Bio:

Anna is an estate planning attorney with almost 30 years of experience. Her decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed the last fifteen years to creating a team that shares this vision.

Anna is also the author of two books. In 2016, she published the book, A Widow’s Guide, to help women who have lost a spouse through their first year. In 2021, Anna published her second book, The Inheritor’s Guide: A Legal, Financial, and Emotional Guide for Adult Children Managing Their Parent’s Legacy. The Inheritor’s Guide is a manual for anyone who has lost a parent and wants to gain an understanding of the step-by-step process of transitioning wealth from one generation to the next.

Anna has received numerous accolades over the years.  In 2021, Anna was honored to be selected as a top 20 “Go To” Trust & Estates attorney by Massachusetts Lawyers Weekly, was named  a Top Woman of Law in Massachusetts in 2014. She’s been listed as a top 50  Attorney in New England by SuperLawyers™ Thomson Reuters and a top 100 SuperLawyer for the last 10 years.  Boston Magazine listed her as a Top Attorney in Trust & Estates in their annual listings.