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Advanced Estate Planning Techniques
Date: October 26, 2022 Time: 7:30 am - 9:00 am
Cost: This event is being offered as a free education session.
Woburn, MA 01801
Registration/Networking: 7:30 a.m.
Program: 8:00 to 9:00 a.m.
This event is being offered as a free education session.
McLane Middleton’s Woburn Office
300 TradeCenter, Suite 7600
Woburn, MA 01801
William V.A. Zorn
Director and Vice Chair, Trusts & Estates Department, McLane Middleton
Bill is a director and vice chair of the firm’s Trusts & Estates Department. He concentrates his practice in sophisticated estate planning, including the implementation and administration of tax strategies and trusts and alternative strategies for high income and high net worth individuals, families, executives and business owners, as well as strategies involving asset protection and wealth preservation. Bill is experienced representing major lottery winners in the New England region assisting them with their income tax, gift tax, confidentiality and family planning issues.
Caitlin G. McCurdy
Director, Trusts & Estates Department, McLane Middleton
Caitlin is a Director in the Trusts and Estates Department where she represents clients in a variety of areas including estate planning, tax planning, and trust and estate administration. She works with clients to implement sophisticated tax strategies, including asset protection and wealth preservation plans for individuals, families, and business owners. Caitlin also advises secondary schools and non-profit organizations on charitable planning issues and has experience working with families to establish family compound trusts to successfully pass legacy real estate to the next generation.