Seminars & Lectures

THURSDAY
October 15, 2015

Massachusetts Society of Enrolled Agents
Where Estate Planning And Medicaid Planning Intersect
Date: THURSDAY, October 15, 2015
Time: 6:00 PM – 9:00 PM
Location: The Westin Waltham Boston, 70 3rd Ave, Waltham, MA 02451
Speaker: Todd E. Lutsky Esq., LLM

TUESDAY
October 20, 2015

Massachusetts Association of Accountants
Fiduciary Income Tax Update & Workshop - Tax Impact Of Gifting & Transferring Assets
Date: TUESDAY, October 20, 2015
Time: 9:00 AM – 5:00 PM
Location: Four Points by Sheraton Wakefield, 1 Audubon Rd, Wakefield, MA 01880
Speakers: Leo J. Cushing Esq., CPA, LLM and Luke C. Bean Esq., LLM

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THURSDAY
October 22, 2015

The Community Foundation of North Central Massachusetts and the Montachusett Estate and Retirement Planning Council
Most Overlooked Estate Planning And Charitable Giving Strategies
Date: THURSDAY, October 22, 2015
Time: 4:00 PM – 8:00 PM
Location: Double Tree by Hilton Hotel Leominster, 99 Erdman Way, Leominster, MA 01453
Speaker:Leo J. Cushing, Esq., CPA, LLM

Please contact Sue Cordio to register at 978-345-8383, ext. 320

FRIDAY
October 23, 2015

Foundation For Continuing Education
Medicaid Planning Update
Date: FRIDAY, October 23, 2015
Time: 9:00 AM – 1:00 PM
Location: Courtyard by Marriott in Boston Natick, 342 Speen St, Natick, MA 01760
Speaker:Todd E. Lutsky Esq., LLM

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TUESDAY
October 27, 2015

Foundation For Continuing Education
Estate Planning - Intermediate/Advanced
Date: TUESDAY, October 27, 2015
Time: 9:00 AM – 3:00 PM
Location: Hampton Inn Boston-Natick Hotel, 319 Speen St, Natick, MA 01760
Speaker:Leo J. Cushing Esq., CPA, LLM

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MONDAY
November 2, 2015

Real Estate Bar Association
2015 Annual Meeting & Conference - Proposed Amendments To The Mupc & Possible Legislative Changes
Date: MONDAY, November 2, 2015
Time: 9:45 AM – 10:45 AM, 11:00 AM – 12:00 PM
Location: Four Points by Sheraton Norwood, 1125 Boston-Providence Turnpike, Norwood, MA 02062
Speaker:Leo J. Cushing Esq., CPA, LLM

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THURSDAY
November 5, 2015

Foundation For Continuing Education
Estate Planning Essentials "Case Study Fed 706 & Mass. 706"
Date: THURSDAY, November 5, 2015
Time: 9:00 AM – 1:00 PM
Location: Hampton Inn Boston-Natick Hotel, 319 Speen St, Natick, MA 01760
Speaker:Luke C. Bean Esq., LLM

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TUESDAY
November 10, 2015

Foundation For Continuing Education
Income Taxation Of Trusts & Estates "Including Preparing Of Fiduciary Return Issues"
Date: TUESDAY, November 10, 2015
Time: 9:00 AM – 1:00 PM
Location: Hampton Inn Boston-Natick Hotel,319 Speen St, Natick, MA 01760
Speaker:Leo J. Cushing Esq., CPA, LLM

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FRIDAY
November 13, 2015

BankGloucester
Back To The Basics: A Practical Guide To An Estate And Asset Protection Plan
Date: FRIDAY, November 13, 2015
Time: 9:00 AM – 11:00 AM
Location: The Gloucester House Restaurant, 63 Rogers St, Gloucester, MA 01930
Speaker:Todd E. Lutsky Esq., LLM

Please contact Joan Randazza to register at 978-675-9941

FRIDAY
November 13, 2015

Massachusetts Bar Association
Third Annual Probate Law Conference
Date: FRIDAY, November 13, 2015
Time: 8:00 AM – 4:00 PM
Location: Lombardo's, 6 Billings St, Randolph, MA 02368
Speaker:Leo J. Cushing Esq., CPA, LLM

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MONDAY
November 16, 2015

American Institute of Certified Public Accountants
Sophisticated Tax Planning For Your Wealthy Clients
Date: MONDAY, November 16, 2015 - TUESDAY, November 17, 2015
Location: The Westin Boston Waterfront Hotel, 425 Summer St, Boston, MA 02210
Speaker:Leo J. Cushing Esq., CPA, LLM

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WEDNESDAY
December 9, 2015

National Business Institute
Trusts 101
Date: WEDNESDAY, December 9, 2015
Time: 8:30 AM – 4:40 PM
Location: Wyndham Boston Chelsea, 201 Everett Ave, Chelsea, MA 02150
Speaker:Leo J. Cushing Esq., CPA, LLM

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FRIDAY
December 11, 2015

Massachusetts Continuing Legal Education
Drafting Successful Medicaid Trusts Boston
Date: FRIDAY, December 11, 2015
Time: 9:00 AM – 12:00 PM
Location: MCLE Conference Center, 10 Winter Place, via Winter Street
Speaker:Todd E. Lutsky Esq., LLM

Live Webcast
Friday, December 11, 2015
9:00 AM - 12:00 PM

Recorded Webcast
Monday, December 28, 2015
2:00 PM - 5:00 PM

Register Now

MONDAY
January 04, 2016

Jewish Family Service of Metrowest
Healthy Aging Lunch And Learn Seminar On Financial Planning
Date: MONDAY, January 04, 2016
Time: 12:00 PM – 2:00 PM
Location: Temple Israel - Natick, 145 Hartford St, Natick, MA 01760
Speaker:Todd E. Lutsky Esq., LLM

Please contact Abrielle Salloway to register at 508-875-3100

2013 Seminar Archives
2012 Seminar Archives