Trusts and Other Techniques with Retained Interests: How to Motivate Your Clients to Consider Gifting

Cushing & Dolan, P.C. annual fall seminar.

2012-10-10

BOSTON, MA, October 10, 2012 (Press-News.org) Everyone by now seems to understand that the once in a lifetime gift giving opportunity will expire on January 1, 2013. Even though the $5 million gift giving exemption has been available since January 1, 2011, many clients are reluctant to give away assets because they do not want to lose control and/or access to the gifted asset. This program will provide a comprehensive analysis of gift giving techniques with retained interests, which should satisfy your clients' goals.

Come to this FREE 3 CPE credit seminar and you will learn:

- Grantor Retained Annuity Trust (GRAT) vs. Sale with Private Life Annuity
- Using a Wandry formula gift to eliminate gift tax risk
- Compare the sale of assets to an Intentionally Defective Irrevocable Grantor Trust in Exchange for either a Promissory - Note or a Private Life Annuity
- Consider using a Domestic Asset Protection Trust
- Qualified Personal Residence Trust (QPRT) vs. Home Security Trust
- Reciprocal (but not really reciprocal) Spousal Trusts

To learn more about our estate planning attorneys, please visit our website or call 617-523-1555.

DATE:
Thursday, October 11, 2012

TIME:
Registration & Networking: 8:00AM - 8:30AM
Presentation: 8:30AM - 11:30AM
Questions & Answers

LOCATION:
Embassy Suites Boston/Waltham
550 Winter Street
Waltham, MA 02451

SPEAKERS:
Leo J. Cushing, Esq., CPA, LL.M
Todd E. Lutsky, Esq., LL.M

Website: http://www.cushingdolan.com/

ELSE PRESS RELEASES FROM THIS DATE:

Pennsylvania Legislators Consider Stiffer Felon Gun Possession Penalties

2012-10-10

Pennsylvania Legislators Consider Stiffer Felon Gun Possession Penalties Any person previously convicted in Pennsylvania of a felony such as assaultor drug crimes faces future limits on possessing a weapon long after they have served time or been released on probation. Some state lawmakers are pushing for even greater penalties for the offense of being a felon who possesses a gun. House Bill 2331, introduced by a former Montgomery County prosecutor and other legislators, passed the House by a wide margin in May and is currently being considered by the Pennsylvania ...

Five-Year Prison Term for Armed Felons Proposed in Pennsylvania

2012-10-10

Five-Year Prison Term for Armed Felons Proposed in Pennsylvania After being convicted of a serious violent crime in Pennsylvania, offenders are prohibited from ever again owning a firearm. Even after release from prison and satisfactory completion of all other aspects of their punishment, these individuals can be criminally prosecuted simply for possession of a gun. But, some Pennsylvania lawmakers are saying that current sanctions for felons caught with a firearm are too light. A new bill working its way through the Pennsylvania legislature aims to sharply increase ...

The Drew Peterson Case: An Illustration of Hearsay Evidence in Illinois

2012-10-10

The Drew Peterson Case: An Illustration of Hearsay Evidence in Illinois It was a compelling case that captured the attention of a nation: did Chicago police veteran Drew Peterson kill his ex-wife Kathleen Savio? Peterson's fate rested in the hands of 12 jurors, and their understanding of the law. For the final jury holdout, Ron Supalo, it all came down to damning hearsay statements that seemed to link Peterson to the murder. But wait -- isn't hearsay inadmissible in a court of law? If you're confused about hearsay, you're not alone. Anyone who's ever watched a ...

Texas Sex Offenders Face Complex Web of Restrictions

2012-10-10

Texas Sex Offenders Face Complex Web of Restrictions Texas law requires nearly all people convicted of sexually-based offenses to register with the state sex offender registry. Depending on the severity of the offense, the registration requirement may be as short as 10 years or as long as the rest of the offender's life. Failure to register is a serious criminal offense that can quickly land a released offender back in prison. The Texas sex offender registry is operated by the Texas Department of Public Safety. The public database lists the names of convicted sex ...

Aggressive Driving: How to Avoid Being a Victim of Road Rage

2012-10-10

Aggressive Driving: How to Avoid Being a Victim of Road Rage Although many people feel that an exact definition of "road rage" is difficult, most agree that we all know it when we see it. Broadly, road rage refers to the use of a motor vehicle aggressively, or even a later, separate act of violence that grows out of an earlier incident of aggressive driving. According to a 1996 study commissioned by the AAA Foundation for Traffic Safety, aggressive driving in the U.S. causes on average a minimum of 1,500 injuries and deaths annually. Aggressive driving behavior ...

Criminal Grounds for Deportation

2012-10-10

Criminal Grounds for Deportation If you are in the United States legally, you may still face deportation or removal if you are convicted of certain crimes. Criminal grounds of deportation include aggravated felonies, drug crimes, crimes involving moral turpitude (CMTs), firearm offenses, domestic violence and crimes against children. Aggravated Felonies A noncitizen can face deportation for conviction of an aggravated felony under U.S. immigration laws. This is different from being convicted of a general felony. In fact, some aggravated felonies are actually misdemeanors ...

Collecting Past Due Child Support in Texas

2012-10-10

Collecting Past Due Child Support in Texas For most families, September represents the beginning of a new school year. This means new clothes for kids, along with notebooks, backpacks, pencils and other materials needed for school. Obviously, all of this costs money. According to the National Retail Federation, families of school age children will spend 14 percent more on school materials, for an average of $688 per family. <p align="left]While this figure may seem expensive for two-parent households, it is even more daunting for single parents who rely on monthly ...

Texas Man Faces Capital Murder Charge 32 Years After Crime

2012-10-10

Texas Man Faces Capital Murder Charge 32 Years After Crime Recently, a 53-year-old man was arrested and placed in custody on a capital murder charge, which dates back to the 1980 death of a 73-year-old Williamson County, Texas, woman. The charges allege that the man raped and strangled the deceased woman. Before he was charged, the case had taken another path. Originally, a different suspect was pinpointed for the crime. A convicted serial killer had confessed to the murder; however, his admission was discredited in the late 1980s. Decades later, DNA connected ...

California Health Care Providers Can Dispute Denied Insurance Claims

2012-10-10

California Health Care Providers Can Dispute Denied Insurance Claims The American health care system is rife with complications. Though health care providers rightly want to focus on helping their patients get healthy and stay well, they also need to get paid for their work. Unfortunately, health care providers too often find themselves fighting with insurance companies to get appropriate reimbursement for the medical treatment they have provided. When an insurance company wrongly denies a claim, a health care provider has a right to appeal the denial and take legal ...

Connecticut Supreme Court Upholds Medical Negligence Verdict

2012-10-10

Connecticut Supreme Court Upholds Medical Negligence Verdict People who suffer injury or prolonged illness due to medical malpractice deserve access to justice and compensation for protracted suffering, ongoing medical expenses and other damages. When a doctor or oncologist fails to diagnose cancer or another serious illness, a patient can lose precious time to fight a serious or terminal condition. A recent case before the Connecticut Supreme Court involved a woman's lawsuit against an obstetrician and gynecologist whom a jury had found negligent for failing to properly ...

Trusts and Other Techniques with Retained Interests: How to Motivate Your Clients to Consider Gifting

ELSE PRESS RELEASES FROM THIS DATE:

LAST 30 PRESS RELEASES: