Estate Planning Tips and Strategies Under New Massachusetts Estate Tax Law

Date: Thursday, January 25, 2024
Time: 8:30am - 10:00am
Location: Red's Kitchen, 113 Newbury St., Route 1 North, Peabody
Speaker: Paul Bernstein, The Bernstein Law Group, P.C.

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Join the Essex County Estate Planning Council and attorney Paul Bernstein to discuss estate planning tips and strategies under the new Massachusetts estate tax law and the millionaire’s tax. 

This is a members-only event, and registration is required. 


About Our Speaker

Paul Bernstein is a Massachusetts attorney who believes in helping families, individuals, and businesses preserve a lasting legacy through highly personalized and comprehensive plans.

Paul has been a resource for hundreds of families and businesses who seek to plan for and protect that which is most important to them. Paul is licensed to practice law in the Commonwealth of Massachusetts, having been admitted to the bar in 1992.  He has been admitted as a member of the Bar of the State of Pennsylvania and is admitted to practice before the United States Tax Court and the United States District Court.

Paul is the area’s only board-Certified Estate Planning Law Specialist, as certified by the Estate Law Specialist Board, the sole American Bar Association-accredited certification as an Estate Planning Law Specialist. Additionally, he is an Accredited Estate Planner

For more about Paul, click here.

 

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