Advanced Estate Planning Techniques
This Event rescheduled to Wednesday March 22
Advanced Estate Planning Techniques
Event Canceled because of impending Nor'Easter!
Watch for updated information and rescheduling information.
Kevin Quinn is the founder and president of Legacy Counsellors, P.C, an estate and business planning firm and is licensed in the state of Massachusetts and Connecticut. Legacy Counsellors has offices throughout Massachusetts in Easthampton, Northampton, Amherst, Ludlow, and an office in Bloomfield, Connecticut. Legacy Counsellors, P.C. is unique in its offering of planning for high-net-worth clients. Kevin & his team use sophisticated structures that include different types of irrevocable trusts, LLCs, and other entities for their clients that have businesses and / or federally taxable estates. If the Tax Cut and Jobs Act of 2016 "Sunsets" as scheduled, many more people will need advanced estate tax planning. This presentation will briefly review the strategies and tools used for these unique planning techniques.
About the Speaker
Kevin is the founder and president of Legacy Counsellors, P.C., an estate and business planning law firm serving successful individuals and families throughout Massachusetts and Connecticut. He is admitted to the bars of the Commonwealth of Massachusetts and the State of Connecticut.
An accomplished Estate and Wealth Strategies Planners®, Mr. Quinn is a former Fellow of the Esperti-Peterson Institute and has completed the institute's three-year post-doctoral program in Wealth Strategies Planning®. Attorney Quinn is a member of the WealthCounsel, LLC. Mr. Quinn is a former member of the National Counsel on Planned Giving and the Connecticut Planned Giving Group. He is a co-founder of the Wealth Legacy Development Project, an organization dedicated to helping non-profit organizations develop planned giving programs.
Mr. Quinn is the founder and an instructor of the Wealth Strategies Institute, LLC, a professional education institute that provides continuing education to certified public accountants, certified financial planners, attorneys, development officers, and insurance professionals. He is a former Adjunct Professor of the Estate and Wealth Strategies Institute at Michigan State University and has taught classes for Lorman Education Services, Wealth Counsel, LLC, and the National Network of Estate Planning Attorneys.
Attorney Quinn is a Contributing Authority to "GIVING for Everyone", a seminal treatise on planned giving. In addition to the "GIVING" project, Attorney Quinn is a Contributing Authority to "GENERATIONS, Planning Your Legacy", a complete discourse of thought-provoking answers to America's most frequently asked estate planning questions, and "STRICTLY BUSINESS", an authoritative text on business planning, succession strategies, and wealth strategies planning for business owners. Mr. Quinn is also a contributing editor of Conspectus, an online estate planning periodical of the Estate and Wealth Strategies Institute at Michigan State University. Mr. Quinn is currently involved in a new book which will explore the opportunities for families to perpetuate wealth through the generations.
In addition to a degree of Juris Doctor from Western New England School of Law, Mr. Quinn obtained a Masters Degree in Business Administration from the University of Connecticut and a Bachelor of Science Degree in Aeronautical Science from Embry-Riddle Aeronautical University.
RESERVATIONS AND PAYMENT FOR THE LUNCHEON MUST BE RECEIVED BY MONDAY, March 20, a.m., WITHOUT EXCEPTION. Cancellations by March 13.
Space will not be reserved for non-respondents.
NO PAYMENTS AT THE DOOR.
Click to Register below. To pay by check, also click Check to be Mailed and send your check to:
c/o Joan Peterson
A Way With Words
12845 Old Turnpike Road
Mifflinburg, PA 17844-8009
Cell Phone: 413.563.7057
Please mark your calendars, and if a corporate check is needed, be sure to request it early, as it must arrive before the published due date for each meeting. Corporate checks should indicate the member's name.