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

Boston Bar Association


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!


Alison I. Glover is a Mintz attorney 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.