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DTSTART:20230322T153000Z
DTEND:20230322T170000Z
LOCATION:Max's, at the Basketball of Fame
UID:2405520230322T153000ZAdvanced Estate Planning Techniques
DTSTAMP:20260506T024252Z
DESCRIPTION:\nThis Event rescheduled to Wednesday March 22\n \nAdvanced Estate Planning Techniques\n \nEvent Canceled because of impending Nor'Easter!\n \nWatch for updated information and rescheduling information.\n \n \n \nKevin 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.\n \nAbout the Speaker\n \nKevin 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.\n \nAn 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.\n \nMr. 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.\n \nAttorney 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.\n \nIn 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. \nCost : Paid Members $40.00  Nonmembers $45.00* \n*If your 2022-2023 dues are not paid, you are a nonmember.\n \nRESERVATIONS AND PAYMENT FOR THE LUNCHEON MUST BE RECEIVED BY MONDAY, March 20, a.m., WITHOUT EXCEPTION.  Cancellations by March 13.\n\nSpace will not be reserved for non-respondents.\n\nNO PAYMENTS AT THE DOOR.  \n\nClick to Register below.  To pay by check, also click Check to be Mailed and send your check to: \n  \nThe Estate Planning Council of Hampden County, Inc.\n c/o Joan Peterson\n A Way With Words\n 12845 Old Turnpike Road  \n Mifflinburg, PA 17844-8009\n Cell Phone: 413.563.7057\n\n 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. \n  \n\n Visit our Web Site:   [https://www.estateplan-hc.org](http://www.estateplan-hc.org)\n Membership Application or Change of Address: [https://www.estateplan-hc.org/members/application](http://www.estateplan-hc.org/members/application)\n NAEPC Web site: [https://www.naepc.org](http://www.naepc.org)
SUMMARY:Advanced Estate Planning Techniques - Estate Planning Council of Hampden County 
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DESCRIPTION:Reminder
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