Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million
Jan
29
12:00 PM12:00

Cannon Teleconference: The New "Moderately Wealthy": Planning for Clients with Net Worth Under $11 Million

The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:

  • Whether trusts are a necessary part of an estate plan

  • Utilizing powers of appointment for income tax and non-tax purposes

  • Minimizing trust level income taxes

  • Ensuring the availability of basis step-up

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Cannon Teleconferences are $15. Pay via PAYPAL or mail a check: Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Seminar: Clearing Title Out of Probate
Feb
13
8:00 AM08:00

Seminar: Clearing Title Out of Probate

Our first seminar of 2019!

Speakers: Christine Provost and Tracie Kester of First American Title Insurance Company

Sign up today!

RSVP re: seminar to Dan Stanyon (button below) - Non members, please pay $35.00 via PAYPAL or mail check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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BCEPC Holiday Party!
Dec
11
4:30 PM16:30

BCEPC Holiday Party!

Join us for our third Berkshire County Estate Planning Council Holiday Party. This is an opportunity to network with estate planning colleagues and enjoy the festivity of the season. Drop in anytime between 4:30 pm and 7:30 pm - whatever works for your schedule. RSVP to Dan Stanyon. Non-members: please pay $40.00 in advance via Paypal HERE. Or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201. Thank you.

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What the Estate Planner Needs to Know about Roth Retirement Plans
Nov
6
1:00 PM13:00

What the Estate Planner Needs to Know about Roth Retirement Plans

Please join us at 12:00 for lunch - bring your own brown bag and we'll provide beverages and cookies. This replay from the National Association of Estate Planners & Councils will run from 12:30 - 1:30.

Speaker: Natalie B. Choate, Esq., AEP® (Distinguished)

The following will be covered:

  • Roth basics: Types of Roth plans, tax treatment, who can have one, how to get one

  • Why Roths are a great deal for wealthy clients and some others

  • Who should get a Roth plan and who should NOT

  • Who to name as beneficiary of the Roth plan (and who NOT to name)

  • What your wills and trusts need to say about Roth plans

  • Tax free Roth conversions and other tax saving Roth tips

Natalie Choate is an estate planning lawyer with Nutter McClennen & Fish in Boston. Her practice is limited to advising individuals and fiduciaries about the tax treatment of retirement benefits. Her book Life and Death Planning for Retirement Benefits has been called the tax professionals' "bible" on retirement plans. Natalie has lectured in all 50 states; her articles have appeared in Trusts & EstatesACTEC Journal, and other professional tax publications. Her comments on estate and retirement planning have been quoted in the Wall Street Journal, New York Times, and Forbes. 

CHANGE in Location: England Brothers' Room at Berkshire Bank, 99 North Street, Pittsfield, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration
Oct
23
12:00 PM12:00

Cannon Teleconference: Income Tax Considerations in Estate Planning and Estate and Trust Administration

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm.  The topic is Income Tax Considerations in Estate Planning. 

The current tax environment requires particular focus on income tax issues that arise in drafting and planning as well as in trust and estate administration. Specifically, avoiding compressed tax brackets and facilitating basis step-up is often critically important. We should regularly consider the following in our practices:

  • Benefits and detriments of grantor versus nongrantor trusts

  • Options to achieve basis step-up

  • Minimizing trust-level income taxes

  • Costs subject to the two-percent floor under IRC § 67(e)

Location Berkshire Bank, 25 Main Street, Lenox, MA.

RSVP to Dan Stanyon below. Free for Members! Non-members: Please pay $15 in advance via PayPal (click here)

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Seminar: Tax Topic Trifecta!
Sep
12
8:00 AM08:00

Seminar: Tax Topic Trifecta!

  • Cranwell Spa & Golf Resort, Harvest Barn (map)
  • Google Calendar ICS

The Impact of New Tax Law Changes on Charitable Giving, Estate & Income Taxation

Event Topics & Speakers:

Charitable Giving: Peter Taylor, President, Berkshire Taconic Community Foundation

Estate Taxation: Trevor Forbes, President & Chief Investment Officer, Renaissance Investment Group

Income Taxation: Martin Huban, III, CPA, Partner, and Laurie Swint, CPA, Partner. Brazee & Huban

Wednesday, September 12, 2018;
Registration & Breakfast: 8:00
William Kirchick, NAEPC Member Benefits: 8:15
Presentations and Q&A: 8:30 – 10:30

Location: Cranwell Spa & Golf Resort, 55 Lee Rd, Lenox - Harvest Barn (Across the street from main facilities, look for “Meadow View” sign).

RSVP re: seminar to Dan Stanyon (button below) - Non members can pay $35 in advance via Paypal OR mail check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201.

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Cannon Teleconference: Retirement Asset Planning for Estate Planners: Compelling Practical Advice
Aug
28
1:00 PM13:00

Cannon Teleconference: Retirement Asset Planning for Estate Planners: Compelling Practical Advice

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Retirement Asset Planning for Estate Planners. 

Tax-favored retirement assets are among the most important assets of many of our clients. Our clients often look to us to advise them regarding how best to transmit these assets to their intended recipients with minimum taxation. We owe it to our clients to possess and maintain a high degree of expertise concerning efficient and effective disposition of retirement funds. Among the topics of which we should have a working knowledge are the following:

  • Analyzing Roth conversions 
  • Modification of trusts to alter provisions affecting retirement assets 
  • Proper handling of IRC § 403(b) plans
  • ERISA issues for estate planners

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Management (and Mismanagement) of Trust Assets
Jul
24
1:00 PM13:00

Cannon Teleconference: Management (and Mismanagement) of Trust Assets

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Management (and Mismanagement) of Trust Assets.

The most sophisticated trust instrument imaginable cannot salvage or disguise poor management of trust assets. A Trustee must possess, or engage agents who possess, expertise in trust law as well as expertise concerning the assets composing the trust to ensure that the trust is productive and effectively fulfills its purposes. The following issues will be analyzed:

  • Duty of diversification 
  • Risks associated with asset retention 
  • Challenges arising from holding closely-held businesses interests 
  • Handling other non-traditional assets

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners
Jun
26
1:00 PM13:00

Cannon Teleconference: Ethics Issues Facing Trusts and Estates Practitioners

This Cannon Teleconference is a brown-bag event sponsored by Berkshire Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Ethics Issues Facing Trusts and Estates Practitioners. 

Representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration. We will discuss the following:

  • Screening clients to avoid problems before they develop
  • Ethics dilemmas in asset protection planning
  • Representing clients with diminished capacity
  • Obligations of lawyer after representation has become dormant

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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Seminar: Probate Administration: What Not To Do
May
16
8:00 AM08:00

Seminar: Probate Administration: What Not To Do

A presentation by Berkshire County’s own Assistant Register of Probate, Clement Ferris, Jr., outlining common mistakes made throughout the probate administration process and how to avoid them. Followed by an open question and answer period during which probate administration questions may be raised for discussion.

This will be a breakfast with registration starting at 8:00am; the speaker will begin at 8:30am. The program will end by 10:00am.

Location: Country Club of Pittsfield. RSVP re: seminar to Dan Stanyon - Non members can pay $35 in advance via Paypal HERE.

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Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability
Apr
24
1:00 PM13:00

Cannon Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability

This Cannon Teleconference is a brown-bag event sponsored by Salisbury Bank and hosted by BCEPC. Join us with your lunch at 12:30 pm. Program runs 1:00 pm - 2:30 pm. The topic is Teleconference: Developments in Trust and Estate Administration and Fiduciary Liability. 

To be successful consistently, a fiduciary must have the skills and temperament to navigate turbulent waters with a steady hand. Fiduciaries frequently face risks and challenges from three, often conflicting, sources: the governing instrument; applicable state and federal law; and the beneficiaries. We will tackle issues emanating from all three of these sources.

  • Areas of greatest hazard for fiduciaries
  • Beneficiaries’ consents, waivers and releases
  • Statutes of limitations for bringing claims against fiduciaries
  • Lawyer liability that may arise from advising beneficiaries or fiduciaries

Location Berkshire Bank, 25 Main Street, Lenox, MA. RSVP to Dan Stanyon below. Free for Members!Non-members: Please pay $15 in advance via PayPal (click here)

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NAEPC Webinar: Business Succession Planning
Mar
29
12:00 PM12:00

NAEPC Webinar: Business Succession Planning

Speaker: Louis A. Mezzullo, JD, AEP® (Distinguished)

This intermediate program will describe the characteristics of a family business, the goals of the founding family member, and the various strategies for passing the business down to the next generation or disposing of it outside the family, in some cases with examples.  It will also discuss the business succession planning process and highlight difficult issues that can arise and ways to avoid or minimize problems.  This webinar is a replay not live.

Lou Mezzullo is a consulting partner with Withers Bergman LLP, practicing principally out of its Rancho Santa Fe, CA office.  He is a former President of the American College of Trust and Estate Counsel, former chair of the American Bar Association Section of Real Property, Trust and Estate Law, and former chair of the American College of Tax Counsel.  He has been listed in Best Lawyers for Trusts and Estates, Tax, and Employer Benefits for over 25 years, and is listed in Band One in wealth management for the Western Region by Chambers, USA.  He has authored or co-authored 14 books on Estate Planning related topics.

Free for Members; Non-members: Please pay $15 in advance via PayPal (click here)

 

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Seminar: A Guide to Trustee Discretion: A Blessing and A Curse
Feb
7
8:00 AM08:00

Seminar: A Guide to Trustee Discretion: A Blessing and A Curse

This BCEPC Seminar offers a comprehensive look at Trust administration, with a comprehensive analysis of beneficiary’s requests for discretionary distributions under the terms of traditional trust compared to Special Needs Trusts.  Presenters:  Elizabeth Sillin, Esq. and Seunghee Cha, Esq. of Bulkey Richardson

Location Pittsfield Country Club. RSVP to Dan Stanyon - Non members please pay $35 in advance via Paypal HERE or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201.

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BCEPC Holiday Party
Dec
11
4:30 PM16:30

BCEPC Holiday Party

Join us for our second Berkshire County Estate Planning Council Holiday Party. This is an opportunity to network with estate planning colleagues while enjoying the festivity of the season. Drop in anytime between 4:30 pm and 7:30 pm - whatever works for your schedule. RSVP to Dan Stanyon. Non-members: please pay $40.00 in advance via Paypal HERE. Or mail a check made out to BCEPC c/o Laurie Swint, Brazee Huban, 55 Wendell Ave, PIttsfield, MA 01201. Thank you.

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PG Calc Webinar: Intermediate Taxation for Gift Planners
Nov
16
1:00 PM13:00

PG Calc Webinar: Intermediate Taxation for Gift Planners

This PG Calc Webinar in sponsored by Berkshire Taconic Community Foundation and hosted by BCEPC and runs from 1:00 pm - 2:30 pm. The topic is Intermediate Taxation for Gift Planners.

Taxes are complex. But you don’t need to be a tax attorney or accountant to understand how they can affect charitable planning. This webinar will assume basic understanding of the income tax and transfer tax system so that it can focus on some of the finer points of the interplay between taxes and charitable giving.

Location 1Berkshire. RSVP to Dan Stanyon - Non members can pay $30 at the door or via Paypal HERE.

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Estate Planning for Medicaid/ MassHealth
Sep
13
8:00 AM08:00

Estate Planning for Medicaid/ MassHealth

Hyman Darling, Esq., Shareholder, Bacon Wilson, PC, and President of the National Academy of Elder Law Attorneys, will talk to us about Estate Planning for Medicaid/ MassHealth and share legislative and tax updates.

Join us at the Country Club of Pittsfield for breakfast between 8:00 am - 8:30 am. The presentation and Q & A will run from 8:30 am - 10:00 am.

This event is free to members and $20 for non-members. Fee can be paid at the door, mailed in advance to Laurie Swint, BCEPC Treasurer, c/o Brazee and Huban, CPAs, 55 Wendell Ave., Pittsfield, MA 01201. Or you can pay via paypal by clicking on the PayPal button on this page.

RSVP to Dan Stanyon

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