Summer 2025 Seminar Schedule
Every so often, I find an opportunity that I can’t wait to share with our clients. This year, I have several amazing opportunities! So PLEASE – save each of these dates. Join me, Whitney Tashjian, and the rest of our team – we’ve even added some special guest speakers too.
These seminars are FREE, but the information we will share will be invaluable. Remember – Planning is a Process. So make sure you aren’t leaving your plan on the shelf. Don’t miss your chance to review what your plan is and what it can do ~ for you, for your family & for your legacy.
At each event we will be giving all who attend a free gift. Each event will have a different gift. So be sure to sign up for each seminar! I look forward to seeing you soon!
Annual Client Seminars
NEW EVENT:
“Is Your Estate Plan A Tax Time Bomb?
Uncover the Four Secrets of Wealth Protection Planning.
Most plans are a ticking tax time bomb — and the IRS is counting down the seconds until they can collect. You’ve got the basics. A Will, Trust, Power of Attorney – maybe even the IRA Inheritance Trust. But is there more you can or should do? If your estate plan uses only the simple tools it may look fine—but it’s likely setting your family up to lose tens of thousands in avoidable taxes, lawsuits, and probate delays. At this NEW seminar, I’ll show you exactly how to dismantle that tax time bomb—before it explodes.
At This Seminar, You’ll Discover:
- Why leaving your estate “TO” your heirs guarantees unnecessary taxes, court battles, and broken families—and how one word can flip your plan to protected.
- Why the IRAs, 401(k)s or other retirement accounts you leave to your child, nephew, or niece now offer zero protection from divorce or bankruptcy (Clark v. Rameker, 2014 and Jones v. Jones, MA 2023) and what you can do to change that.
- The proven strategy Rockefeller used to build generational wealth—while the Vanderbilt fortune vanished within two generations.
- Learn new opportunities now available after the new Tax Law (OBBBA)
- Learn how you and your family can cut your tax bill under the new law.
- Why individuals with more than $2 million and married couples with more than $4 million need to take additional steps to save their families hundreds of thousands of dollars—what tools should you consider?
- Learn what steps you must take today!
- But This Isn’t Just About the Ultra-Wealthy
- If you own a home, have savings, or have built up a retirement account, you already have enough to protect. In fact, just by adding one additional estate planning tool, you can possibly save at least 5 figures annually in taxes.
Our Wealth Protection Plan™ helps families just like yours safeguard what they’ve worked for… and gives your loved ones the roadmap they need to carry it forward.
Wed August 6, 2025 @ 10 AM
at
Courtyard By Marriott
707 Iyannough Road
Hyannis, MA 02601
Special Guest: Kelli Olsheski of The Olsheski-Kozisek Group
Walk Through Your TrustThurs, Aug 7, 2025 @ 10 AM
ALL NEW – INCLUDES THE 2025 AMENDMENT PACKAGE
Almost every trust should be updated to protect the gift you leave your loved ones. Our new Amendment Package is designed to give your family that protection and a whole lot more. Bring your trust, bring your spouse, and bring your children! If you have ever reviewed your trust and wondered, “What does this legalese mean?” or “Why is my trust so long?” or “Why is this clause included in my trust?” then this is a great chance to get a better understanding of how your trust is designed.
During this seminar, we will go article by article through the trust document, describing the various articles, paragraphs, and clauses. We will review how your trust should be built and several of the important options you may have included in your trust. We will also review recent changes in the law and how they impact your trust.
Who should attend this seminar?
Clients of Boyd & Boyd, P.C., including:
Donors, Current Trustees, Successor Trustees, and
Children of clients, including Present & Future Beneficiaries of your Trust.
Download the “A Walk Through Your Trust” slide deck
| A Walk Through Your IRA Inheritance TrustTM
Tues Aug 12, 2025 @ 10 AM Special Guest: J Christopher Boyd If you have an IRA, Roth IRA, 401(k), 403(b) or any other qualified retirement account – your should attend this seminar! The rules for passing wealth through a retirement plan have changed. These newer rules make asset protection planning for retirement accounts more important than ever. If you expect to leave your beneficiaries more than $200,000 in retirement benefits, you need to understand this type of trust and how it can save your family hundreds of thousands of dollars. During this seminar, we will go article by article through the trust document, describing the various articles, paragraphs, and clauses. We will review how your trust should be built and several of the important options you may have included in your trust. We will also review recent changes in the law and how they impact your trust. Special Guest Speaker: J. Christopher Boyd, CFP of Wealth Enhancement Group, LLC Chris will discuss current market conditions and an overview of the economic outlook. Is the market overvalued or positioned to perform? On everyone’s mind this year is the question, “What will be the impact of elections on the market?” Interest rates on cash have been appealing, but with the Fed poised to reduce rates, how is one to be positioned? All of this points to the importance of your own financial plan to help make sense of managing risk, planning cash flows, and gain help in strategic planning (including Roth conversions, Social Security timing, & help in the funding of your estate plan). This discussion is well timed for decision makers & those who depend on their judgments. |
How to Fund Your Trust – A Review
Wed Aug 13, 2025 @ 10 AM
One of the biggest mistakes people make with their estate plan is failing to fund their revocable trust. In this seminar, we will review how to transfer assets into your trust, which assets should be placed in trust, which assets should never be put into a trust, and how to properly use pay-on-death designations.
Bring investment account statements, bank statements, and copies of beneficiary designations for retirement accounts, life insurance, and annuities. This will be a hands-on review of the steps everyone should take to ensure that their trust is fully funded so it will do everything it can.
Get the slide Deck for “How To Fund Your Trust” by clicking here
What Do I Do When My Loved One Dies?
The Basics of Estate & Trust Settlement
We have been asked to share all the legal steps that need to take place after a loved one dies. While we can’t cover everything, this seminar will bring you up to speed on what the estate settlement process is like. We will go over the basic steps that occur, the typical challenges, and the potential liabilities faced by your trustee and personal representative.
Are you prepared for the unexpected complexities of settling an estate? Don’t be caught off guard. Join us for an eye-opening seminar that will delve into the crucial, often overlooked aspects of estate and trust settlement. Discover the pitfalls that can trip up even the most informed individuals:
- What happens if you misinterpret estate documents? Learn the risks of DIY estate settlement.
- Are you aware of the deadlines that could cost you financially? Missing these could mean hefty penalties.
- Do you know how to navigate potential family conflicts over assets? It’s more complicated than you think.
- What are the hidden traps in dealing with creditors and debts? This could make or break your financial stability.
- How could improper asset valuation affect your tax liabilities? Don’t let a lack of experience or knowledge cost your family.
- Can overlooking post-mortem planning lead to legal battles? Protect your family’s future.
- What if you miss critical tax filing requirements? This mistake is more common than you’d expect.
Know What To Do! Get the Slide Deck for “What Do I Do When My Loved One Dies?”
Join us for these seminars at:
Courtyard by Marriott
707 Iyannough Road
Hyannis, MA 02601
10:00 a.m.–12:00 p.m.
You Must Register for Each Event Separately to Attend!!
If you plan to attend a seminar in person, please register by calling
1-508-862-1600 or Click the event links.
Reservations are required
Because of recent and pending changes in the law, we expect these seminars to be filled to capacity. Call our 24-hour Reservation line at (508) 862-1600 right now to reserve your seats. Please leave your name, cellphone number (so we can text a confirmation), and the number of seats you need. I encourage you to bring your successor trustee.
