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Seminar: Estate Planning Developments and Techniques

  • Country Club of Pittsfield 639 South Street Pittsfield, MA (map)

Speaker: John Discenza, Esq. Location: Country Club of Pittsfield.

Location: Country Club of Pittsfield, 639 South Street, Pittsfield, MA

Time: Registration: 8:00 am; Program: 8:30 am - 10:30 am

Topic:  Current Estate Planning Developments and Techniques.  John Discenza will address:

  • New exemption levels

  • Planning for the Massachusetts estate considering the high federal exemption

  • Planning for persons who leave Massachusetts for non-estate tax states and how to avoid MA clawing back

  • Some state law developments, like Pfannenstiehl, UTC provisions, in terrorem clauses, decanting, and MA estate taxation of non-ma real estate

Hit the RSVP button below to sign up. Non members, please pay $35.00 via PAYPAL or mail a check in advance to Laurie Swint, Brazee & Huban CPAs, 55 Wendell Ave, Pittsfield, MA 01201. Thank you.


Presenter Biography:

Attorney John Michael Discenza is principal and the sole member of the Holyoke firm of J. M. Discenza Law, LLC, where he focuses his practice in the gift and estate tax planning and estate administration areas, as he has for his nearly 37 years of practice.

Attorney Discenza holds his undergraduate degree from Boston College, his J.D. from Suffolk University Law School, and his Master of Laws in Estate Planning from the University of Miami School of Law.

Attorney Discenza has been a Fellow of the American College of Trust and Estate Counsel since 1992 and has been named a Massachusetts and New England “Super Lawyer” in the trusts and estates practice for more than 10 years running.

Attorney Discenza served as an adjunct faculty member at Western New England College School of Law for 10 years, teaching in both the Juris Doctor and Master of Laws programs. He is a frequent lecturer with various professional education and civic groups and has co-authored numerous estate planning and estate administration texts for practicing attorneys.

Attorney Discenza is a Past President of both the Estate Planning Council of Hampden County, Inc. and the Tax Club of Greater Springfield, Inc. and is a member of the Massachusetts Bar.