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Free Estate Tax And Planning Considerations

  • 17 Jul 2024
  • 2:00 PM - 4:00 PM
  • Zoom


Registration is closed

Free CPE: Estate Tax And Planning Considerations


With: Attorney's Dan DeBruyckere (President), Jade Torres (Director of Legal Services) and Lucas Fernandesn (Associate Attorney) of Legacy Law Firm

When: July 17, 2PM-4PM

Where: Zoom

Legacy Law Firm specializes in family Estate planning. Taking into consideration life changes and how your Estate plan can meet all our client's needs. The Attorneys will discuss the Basics of Estate planning, as well as, the Basic Tax considerations of a well-executed Estate Plan. Review questions on Retirement accounts and the impact on your estate planning. Review of the Secure Act's changes in relation to the changes in Tax planning for retirement accounts. As Enrolled Agents we play a vital role in advising clients and identifying areas of need for estate planning. This presentation will go over the important areas for Enrolled agents to be aware of when we are working with our clients and being able to advise our clients of any needs we see in their Estate Plans.

*Not part of the MaSEA CE Special.*

*MaSEA members, please use the email address that was used to create your NAEA membership to ensure your registration.*

The attorneys at Legacy Care Law Firm will present a 2-hour virtual continuing education workshop for tax professionals, covering the following essential topics:

Basic Estate Planning:

  • The Death Probate Process: Understanding probate and strategies to avoid it.
  • Living Probate: How joint owners of real estate can avoid court involvement in the event of one owner's incapacity.
  • Trust Fundamentals: What is trust and how does it work?
  1. The three positions of a trust
  2. Grantor Trusts: Definition and how to determine grantor status.
  3. Step-Up in Cost Basis: Identifying when property flowing through a trust will receive a step-up in cost basis.
  • Durable powers of attorney.
  • HIPAA Authorizations: The new need for these authorizations.

Estate Tax Basics - the four major concepts:

  • The applicable exclusion amount:
  1. Massachusetts' new estate tax law.
  2. Federal Threshold
  • Annual gifting exclusion.
  • The unlimited marital deduction.
  • The generation skipping transfer tax deduction.

Retirement accounts and trusts:

  1.  When it is appropriate to name a trust as a beneficiary of a retirement account.
  2. The SECURE Act: How the new SECURE Act changes tax planning for retirement accounts.

About Our Speakers

Daniel DeBruyckere - President

Attorney Daniel A. DeBruyckere has been practicing law in New Hampshire and Massachusetts since 1998, and has helped hundreds of clients with their estate planning and elder care issues. He is well respected in the areas of estate planning, probate, trust administration, elder law issues, and business planning. Attorney DeBruyckere is admitted to practice in Massachusetts and New Hampshire. He is a former adjunct faculty member of the Massachusetts School of Law, and is also a member of the Essex County Bar Association, Massachusetts Bar Association, New Hampshire Bar Association, Salem Bar Association, as well as a member of the National ACADEMY of Elder Law Attorneys. In 2017 he co-authored the book Protecting Your Legacy: Why a Will ls Not Enough.

Attorney DeBruyckere is a graduate of Southern New Hampshire University, summa cum laude, and Massachusetts School of Law, cum laude. He served as editor of the Massachusetts School of Law's Law Review and was a regional finalist in the American Trial Lawyers' Association Trial Advocacy Competition.

Jade Torres - Director of Legal Services

Attorney Jade Torres is very passionate about helping her clients with various needs- estate planning, elder law, trust administration, and probate. She has a desire to advocate for her clients and do whatever is necessary to ensure that the client, their families, and their legacy are protected. As the Director of Legal Services, Jade works closely with the team to ensure the firm continues to provide high-quality legal services to its clients.

Attorney Torres has been working in the legal field for over fifteen years. She has a Bachelor's Degree from the University of Massachusetts and her Juris Doctor degree from Massachusetts School of Law, where she received awards for her academic success. She is licensed in both New Hampshire and Massachusetts and is a member of the American Academy of Estate Planning Attorneys.

Lucas Fernandes - Associate Attorney

Attorney Lucas Fernandes is a conscientious attorney focused on providing the utmost comfort and satisfaction to his clients for their estate planning, elder law, and trust administration needs. Using his experience in Social Security Disability law, he is an expert at making difficult subjects easy for his clients to process and understand. Attorney Fernandes earned a bachelor's degree from the University of Massachusetts: Amherst and his Juris Doctor from New England Law, Boston. Lucas is admitted to practice law in Massachusetts and is a member of the American Academy of Estate Planning Attorneys.

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