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Worcester
Worcester
The Mercantile Building
100 Front Street, 5th Floor
Worcester, MA 01608
Framingham
Framingham
The Meadows
161 Worcester Road, Suite 401
Framingham, MA 01701
Boston
Boston
100 Franklin Street, Suite 404
Boston, MA 02110
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Cape Cod
Cape Cod
1597 Falmouth Road, Suite 3
Centerville, MA 02632
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
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Construction
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Private Foundations
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Real Estate Developers
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Restaurants
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  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for this informative webinar discussing the important topics of Estate Planning and Elder Law.  Details for the next upcoming date.

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View Past Webinars & Seminars

Webinars & Seminars

Essential Components of Estate Planning for Seniors

calender
Wed. Nov. 3, 2021
12:00 - 1:00 p.m.
Attorney Frederick Misilo will be speaking at Family Balance New England for Dell. Topics Attorney Misilo will cover in this session:
  • Updating decision-making documents, e.g. durable powers of attorney, health care proxies and HIPPA releases.
  • Ensuring that property passes “outside” of Probate Court involvement.
  • Understanding the importance and usefulness of trusts.
  • Minimizing estate tax liability on the state and federal level.
  • Protecting the interests of adult children, grand-children and other beneficiaries to ensure that property that will pass to them will be safeguarded from unintended consequences (i.e. divorce, creditors, loss of government benefits, etc.)
  • Basic understanding of long term care costs and how to protect the home and other assets if Medicaid is needed.
  • Ensuring that all property has the proper legal title/ownership status, beneficiary designations, and allocations.

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