Monday, October 28, 2019
10:30 am–3:00 pm
Barbara and Theodore Alfond Auditorium (Auditorium G36)

To register, call Katherine McNally at 617-369-3193, or e-mail kmcnally@mfa.org.

Members
Free
Nonmembers
Free

Continuing the MFA’s commitment to providing the latest thinking on estate planning and philanthropy, we invite you to complimentary sessions featuring nationally recognized expert, Patricia Annino, Esq., Partner, Rimon PC.

You may choose to attend one or both seminars.

What You Need to Know about Gift and Estate Planning

10:30 am–Noon

Thoughtful planning can strengthen your present finances, reduce taxes, and fulfill your charitable and personal financial goals. Learn the fundamental steps of estate and charitable gift planning to help you direct your financial future.

  • Understand the basics of ensuring your financial and medical well-being.
  • Review differences between wills and trusts.
  • Learn key steps for reviewing your financial and estate planning in retirement.
  • Understand hidden taxes on retirement plan assets and how to avoid them.
  • Find out how charitable giving can help meet your planning goals, such as decreasing taxes, increasing income in retirement, and passing assets to heirs.

Planning for Your Art and Collectibles

1:30–3 pm

How to best consider your art, antiques, and collectibles when developing your estate plans.

  • Understand how art can impact gift and estate taxes.
  • Learn about qualified appraisals of art and why you need them.
  • Find out what the IRS requires to claim a charitable deduction for a gift of art, and how to maximize tax benefits.
  • Explore the benefits of various giving options for art, such as charitable trusts.
  • Hear recommendations for determining the best home for your collection.

Registration recommended by Monday, October 21, 2019.

To register, or for more information, call Katherine McNally at 617-369-3193, or e-mail kmcnally@mfa.org.

Complimentary parking in garage and surface lots is available to participants.

Can't attend? Visit Planned Giving to learn about the types of planned gifts or to request information.