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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.

Location 300 TradeCenter, Suite 7600
Woburn, MA 01801
Two of the more popular advanced estate planning techniques are Grantor Retained Annuity Trusts (GRATs) and Sales to Intentionally Defective Grantor Trusts (IDGTs).  Join attorneys William V.A Zorn and Caitlin G. McCurdy as they highlight the key features of each strategy as well as compare the advantages and disadvantages of each.


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


Bill Zorn Headshot
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 McCurdy Headshot
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.