• Estate Planning Basics

Estate Planning Basics

Estate Planning Basics

Wednesday, December 6, 2017 - 12:00pm to 1:30pm

Building 76-156; The David H. Koch Institute for Integrative Cancer Research at MIT

Presenter – Patricia C. D’Agostino, J.D.; Senior Associate, Margolis & Bloom, LLP 

This seminar will provide an overview of the essential estate-planning documents that everyone should have. It will include a discussion of:

  • Appointing trusted individuals to make your medical and financial decisions if you are unable 
  • How and why to avoid probate court, which involves delays in decisions and financial distributions 
  • How to minimize Massachusetts and federal estate taxes
  • Tips for protecting assets for future generations and disabled beneficiaries

Patricia will also discuss the eligibility rules for MassHealth coverage of long-term care and some steps you can take to preserve your assets in the event you, or your family members, do require MassHealth coverage in the future.