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Trust & Estate Planning in a Unique Year

01:15:00

Oct 14, 2020 09:36 AM

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Speakers

Rebecca MacGregor
@Bowditch & Dewey
Rebecca MacGregor is a savvy estate planning attorney who helps multiple generations of families, individuals, small businesses, and non-profit organizations with estate and gift tax planning, business succession planning, wealth preservation, estate and trust administration, charitable giving, and general business and real estate law matters.
Ryan J. Swartz
@McLane Middleton
Ryan J. Swartz advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts, and irrevocable Medicaid trusts.
Paul M. Cathcart Jr.
@Hemenway & Barnes
Paul M. Cathcart Jr. assists individuals and families with tax and estate planning. Focused on developing tax-efficient wealth transfer strategies, Paul advises clients on complex assets such as businesses, real estate, art and collectibles, and investments. He also advises families on international tax issues related to estate planning, probate, and gift and estate taxes.