Newton North High School, 2nd Floor, 253
457 Walnut Street
Newtonville, MA 02460
You can't take it with you... but you can plan ahead to make things easier for your family, friends, and loved ones. Get an overview of estate planning and probate administration in Massachusetts, including how to avoid probate, and strategies to make sure your assets go to your loved ones without court involvement. Learn about various estate-planning vehicles such as health care proxies, durable powers of attorney, wills, living wills, revocable trusts, pour-over wills, irrevocable life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, and charitable remainder trusts. Lisa Cukier, Anne Hetherwick Cahill and Cliff Cohen will discuss estate litigation, family disputes, and financial exploitation by caregivers relating to the assets of individuals with diminished mental capacity who may be subject to undue influence.