Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for this informative webinar discussing the important topics of Estate Planning and Elder Law. Details for the next upcoming date.
Estate Planning Basics for Financial Professionals - Webinar
Michael P. DuffyOfficer
Philip L. TizzanoAssociate
Wed. Sept. 14, 2022 9:00-11:00 a.m.
This complimentary webinar will provide an overview of the basics of the four branches of estate planning in Massachusetts (nontaxable estate, Medicaid planning, Massachusetts taxable estate, federal taxable estate). Attendees will receive an understanding of what basic planning is needed to support different client types.