B&I Attorney To Host Workshop on Long-term Planning for Families with Special Needs

On Wednesday, April 22, 2020 from 6:30-8:00 PM, Partner Meg Greene will be presenting a workshop on “Long-term Planning for Families with Special Needs” for the Independence Association. Greene will answer questions on key legal issues facing families with special needs, including guardianship and protective arrangements; special needs trusts; and ABLE accounts.

Nicoletta To Address Maine Tax Forum

Partner Kenleigh Nicoletta will speak at the Maine Tax Forum presented by SCORE on November 8, 2018 in Augusta, Maine. The Maine Tax Forum is a two-day program for experienced professionals providing tax advice to clients, especially regarding complex tax situations. Nicoletta’s presentation will focus on estate planning after the Tax Cuts and Jobs Act....

B&I Issues Summer Estate Planning Alert

Partners Martha E. Greene and Kenleigh A. Nicoletta have issued their summer estate planning alert for 2017. The focus of this bulletin is “Maximizing Flexibility in Your Estate Plan.” They address such issues as planning for one’s own incapacity, providing for disabled adult children, and addressing creditor and college debt issues. A full copy of...