Estate Planning and Income Tax Planning: Strategies to Consider after OBBBA

Boston Bar Association

Oct
6
2026

Date: October 6, 2026

Location: Virtual

Alison Glover, Member, will be moderating a panel on estate and income tax planning. The program will address critical topics including state income tax planning for individuals and the use of trusts as income tax planning vehicles, uses of private placement life insurance (PPLI) and other advanced insurance-based planning techniques. The program will discuss trends in state residence audits, providing practitioners with strategies to help clients plan proactively and defend their residency positions when challenged.

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Professionals

  • Alison I. Glover

    • Related Practices

  • Tax

    • Speakers

    Alison I. Glover

    Alison I. Glover

    Moderator

    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.