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Workshops

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Upcoming Events CUrrent clients

Top 10 Estate Planning Strategies

This 4-hour continuing education program will cover ten of the most effective strategies used today.  In this class, we will build from your everyday clients to your wealthiest and most…

Qualified Small Business Stock / §1202

THIS COURSE IS ONLY CREDITABLE FOR CFP, MA INSURANCE, & ACCOUNTING CREDIT This course is presented by Investment Professional, Caleb Powers and is an entry to mid-level course that covers…

Resurrection of the ILIT

The Irrevocable Life Insurance Trust, or the ILIT, may be the answer to many of the proposed changes coming from the Biden Administration. If these proposals pass, many average people…

Asset Protection

Attendees will learn why offshore planning is generally not effective tax planning, but can be extremely effective in creditor protection planning. There will be an explanation of how your assets…

Understanding and Planning for Medicaid

Understanding and planning for Medicaid will go over the cost of long term care, the basics including qualifications and procedural differences between MA & CT, and we will explain what…

Back to the Basics

During this webinar, Attorneys Quinn and Gove will be reviewing basic estate planning documents and the roles associated with each document. For example, what is the purpose of a Health…

IRA Distribution Planning

We get many questions each year regarding the retirement accounts that our clients’ beneficiaries will inherit after they have passed. During this webinar, Attorneys Quinn and Gove will discuss the…

Estate Settlement

During this webinar, Attorneys Quinn and Gove will discuss the process of settling an Estate; What steps are involved in the settlement of a Revocable Living Trust? What are some…

Estate Planning for Singles

During this webinar, Attorneys Quinn and Gove will explain how to properly manage your assets when you are single; Making sure your successor knows where your estate planning documents are…