Seminar DescriptionThis presentation will offer a comprehensive overview of the estate planning issues involved in the acquisition, transfer and management of a family “heirloom” property. The program will cover tax-efficient acquisition and transfer strategies, the use of conservation easements, strategies for endowing a property, governance considerations and exit mechanisms. Presenter
Joshua R. Caswell, Senior Associate, Choate, Hall & Stewart LLP
Joshua Caswell counsels successful individuals—including principals of private equity, venture capital and hedge fund firms, SPAC founders, corporate executives, business owners, entrepreneurs and physicians—and their families on a broad range of wealth transfer, income and transfer tax planning strategies. In addition to helping clients navigate through complex estate planning and administration matters, Joshua is a frequent author and speaker, both locally and nationally, on estate, trust, tax and probate related topics. He is a co-author of the “Planning Involving Vacation and Second Homes” chapter of the Practical Guide To Estate Planning in Rhode Island, MCLE New England.
How To Register
Registration requires two steps: 1. Register via the event website. 2. Follow the link provided in the email confirmation to register on the GoToWebinar platform. Your registration is incomplete until you register via GoToWebinar. Once you register via GoToWebinar, you will receive a final confirmation email with the details on connecting to the live presentation on May 11, 2022 from 12:00 PM - 1:30 PM. Please reach out to bepc@bepc.org with any questions.
Registration Fees:
Members - $10
Non-Members - $30
Approved (4/6/2022): BEPC is a CE Sponsor through the CFP Board. Planning for and with Heirloom Properties & Vacation Homes 5/11/2022 is approved for 1.50 continue education (CE) hours. BEPC's educational events may meet the requirements of Rule 15D under the Massachusetts Establishment and Administration of Mandatory Professional Education for the Practice of Public Accountancy.
BEPC is also a CE Sponsor through the CFP Board. BEPC applies for CE credit approval through the CFP Board for our educational events. The certificate of completion provided will state if the seminar was approved by the CFP Board for CE credit.
BEPC issues certificates of completion for educational events. The certificates list the number of CPE credit hours or CE credits awarded for the event. Attendees are encouraged to use the certificate to provide proof to the certifying body for their certifications, designations, licensure, etc. For example, an attendee with AEP designation could use the certificate for the continuing education requirements set by NAEPC.
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