How Do Gifts Work Under the New Massachusetts Estate Tax Law?
Harry S. Margolis
The new Massachusetts $2 million estate tax may or may not include lifetime taxable gifts within the threshold.
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The new Massachusetts $2 million estate tax may or may not include lifetime taxable gifts within the threshold.
Meet Christine Brown, legal assistant at Margolis Bloom & D’Agostino.
Meet Partner, Patricia C. D’Agostino who has been at the firm for 17 years.
Meet Courtney Sundell, Paralegal at Margolis Bloom & D’Agostino
In case of Jones v. Jones, the Massachusetts Appeals Court rules that trust that directs distributions to spouse except in specific, limited circumstances must be included in the marital estate.
Join us as Laura Goodman reviews the case of the SJC’s decision to limit the power of an agent under a DPA to engage in estate planning on the principal’s behalf.
Schedules of beneficiaries for nominee realty trusts often go missing; here are a few solutions if that occurs.
View the recent PDF presentations: MassHealth Eligibility for Nursing Home Care MassHealth Community Benefits Guardianship & Conservatorship Special Needs Planning
Massachusetts increases its estate tax threshold from $1 million to $2 million
With an existing shortage of home health aides, if we don’t act now the United States will be in a crisis in 10 years when the Baby Boomers start needing care.
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Margolis Bloom & D’Agostino
100 William Street, Suite 220
Wellesley, MA 02481
781-705-6400
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Webinar, this Monday. Learn what you need to know about the new increase in estate tax in Massachusetts. Noon, tune in.
