This program will build on the ideas presented in Past, Present and Future of A-B Trusts, Part 1 to introduce cutting edge estate planning techniques to minimize both estate taxes and income taxes. Attendees should have taken Part 1 or have equivalent knowledge.
William F. Coyne, Jr., Esq. is an attorney with Boston Legacy Planning LLC in Needham, Massachusetts. Bill’s practice is primarily in the areas of estate planning for individuals and business owners, legacy planning, trust settlement, and avoiding and resolving family disputes. He is a member of the National Network of Estate Planning Attorneys, and has taught at its semi-annual Collegium on topics such as income taxation of trusts, and dispute resolution. For the past several years, Bill has participated in a panel for Massachusetts Continuing Legal Education on the Massachusetts Uniform Trust Code, Trusts and Real Estate.
Boston Legacy Planning LLC is a law firm focusing on estate planning, business transition planning, and avoiding and resolving related disputes. The firm was founded in 2011 by attorney William F. Coyne, Jr.
The firm’s mission is to help clients create estate plans and business transition plans that achieve their life goals for themselves and for their families. To do this we apply the Bedrock Principles of Legacy Planning to avoid the common reasons why estate plans do not work.