Dale Kaiser and Rebecca MacGregor Presented Massachusetts Lawyers Weekly’s “Gifting Strategies to Reduce Massachusetts Estate Tax” (Webinar)

September 22, 2021 – webinar

Because the federal estate tax exclusion is so high, many clients may think they do not need to plan for estate taxes. However, the Massachusetts estate tax affects many of our clients.

On September 22, Dale Kaiser and Rebecca MacGregor were the speakers for “Gifting Strategies to Reduce Massachusetts Estate Tax” presented by Massachusetts Lawyers Weekly.  They discussed how the Massachusetts estate tax affects so many clients and ways to plan for it.  Bowditch is pleased to have been a sponsor of this event.

Topics included:

• Marital deduction planning
• Portability planning
• Various gifting strategies, including utilizing irrevocable trusts

watch recording