McLane Middleton Attorneys Ryan J. Swartz and Bradford N. Vezina will be speaking at an upcoming Boston Estate Planning Council (BEPC) Webinar – “Heckerling Institute on Estate Planning Recap” – on Thursday, February 28, 2019 from 12:00 p.m. to 1:00 p.m.
During the session, the presenters will provide an overview of the most important tax and non-tax estate planning issues that were discussed at the Heckerling Estate Planning Conference in Orlando, which Ryan and Brad attended in January.
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, asset protection trusts, and irrevocable Medicaid trusts. Ryan can be reached in the firm’s Woburn office at (781) 904-2712 or firstname.lastname@example.org.
Brad focuses his practice on designing, developing and implementing comprehensive estate plans for individuals and families across the economic spectrum. As an associate in the firm’s Trusts and Estates Department, Brad advises clients in a wide range of sophisticated wealth transfer and tax planning issues. Brad can be reached in the firm’s Boston office at (617) 849-9971 or email@example.com.
For more details on this event, click here.