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What’s New in Estate Planning?

Date: September 26, 2023 Time: 7:30 am - 9:00 am

Program

Cost: This event is being offered as a free education session.

Location 300 TradeCenter, Suite 7600
Woburn, MA 01801
What is the best way to protect my assets? How do I set up my family for the future? These questions and more are asked everyday to estate planners. Join attorneys Ryan J. Swartz and Caitlin G. McCurdy as they discuss changes and updates in the estate planning arena, recent cases involving the IRS, and the gift tax landscape moving forward. Learn the best strategies for asset protection, setting up trusts, and other advanced planning techniques.

Presenters

Ryan Swartz
Director, McLane Middleton

Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies and asset protection trusts.

Caitlin McCurdy Headshot
Caitlin McCurdy
Director, 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.