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Estate Planning in Massachusetts in 2023 – It’s Not One Size Fits All

Boston Bar Association

May
24
2023

Date: May 24, 2023

This panel will cover planning techniques in light of the Massachusetts millionaire’s tax, the Corporate Transparency Act, SECURE 2.0, the federal “sunset” in 2025-26, rising interest rates and volatile markets, and more!

Speakers

Alison I. Glover is a Member at Mintz whose practice focuses on estate and tax planning for high-net-worth individuals, their families, and their businesses. She advises clients on advanced estate planning techniques to minimize income, gift, estate, and generation-skipping transfer taxes.