Wealth Planning and Preservation Partner Nichole Scott will speak at a Massachusetts Continuing Legal Education seminar titled "What Every Estate Planner in Massachusetts Needs to Know About the Laws of the Other New England States and Florida."
This seminar addresses the de-coupled separate estate tax regimens in the other New England states and other important laws of each New England state apart from Massachusetts, and laws in Florida that bear on your snowbird (seasonal) residents of Florida and those who may want to adopt a Florida domicile. Knowledge of these jurisdictions is crucial for an estate planner here in Massachusetts who may have clients with real property located in those jurisdictions, and in the case of Florida, who may have clients who either winter there or who may be considering a change of domicile to the sunshine state. Further, let's face it, you may end up with a client domiciled in one of those states for whom you will be preparing estate plan documents for review and approval by local counsel in the subject jurisdiction and you want to have your initial drafts of estate plan documents close to mark in terms of their efficacy under local law.
A live webcast is also offered.
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