Kristin Shirahama and Eileen Lee Breger Presented at MCLE’s “Asset Transfers & Reduction of Assets”
As the saying goes, “Nothing is certain except death and taxes”—and nowhere do these two intersect more than in planning for long-term care. On June 16, Kristin Shirahama and Eileen Lee Breger presented the MCLE program “Asset Transfers & Reduction of Assets.” The new program explored and explained the tax implications of transfer planning.
Estate planning involving diminished capacity, access to MassHealth and long-term care needs always includes an analysis of income taxes, capital gains taxes and estate taxes. The agenda included:
- Tax-Deferred Retirement Accounts
- Transfer of House
- Tax Considerations
- “Ask the Experts” Q&A Session
Categorized: Events + Recordings
Tagged In: estate planning, long-term care, diminished capacity, income taxes, capital gains, estate taxes
