The Beliveau Law Group - Attorneys at Law
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Attorney David M. Beliveau will be presenting to Route 128 Practitioners Form
ESTATE PLANNING SEMINAR
PRESENTER: David M. Beliveau, Esq.
DATE: August 15, 2011
LOCATION: Sheraton-Needham Hotel, Needham, MA
SCHEDULE: 8:30 a.m. – 10:30 a.m.
DESCRIPTION: Estate Planning
Attorney David M. Beliveau will be presenting to the MA CPA South Shore Breakfast Forum.
MEDICAID SEMINAR
PRESENTER: David M. Beliveau, Esq.
DATE: June 30, 2011
LOCATION: Chateau Restaurant, 551 John Mahar Highway (Horizon Plaza), Braintree, MA
SCHEDULE: 7:00 a.m. – 9:00 a.m.
DESCRIPTION: An overview of the MassHealth eligibility regulations regarding long-term care.
COST: $25 for full buffet breakfast
EDUCATION CREDIT: 2 CPE credits for CPAs.
If you would like to attend, please contact Millie (781) 784-7967 / millie@milliecpa.com or Irene (781) 883-3174 / irene@milliecpa.com
Please join Attorney David M. Beliveau, Discussion Leader, on May 26, 2011 at the Massachusetts Association of Public Accountants (MAPA) seminar entitled Estate, Medicaid, and Tax Law Changes.
TITLE: Estate, Medicaid, and Tax Law Changes
DATE: May 26, 2011
LOCATION: The Lantana, Randolph, MA
SCHEDULE: 9:00 a.m. – 12:30 p.m.
DESCRIPTION: The estate planning, Medicaid, and tax law landscape continues to change. The Federal estate tax is back. The exemption amount currently is Five Million Dollars per person. In the case of a married couple, there is portability of exemption amounts. However, the new law is scheduled to sunset in two years. Subsequently, the exemption amount is scheduled to drop to One Million Dollars per person. The Massachusetts estate tax is still alive and well. So, married couples in Massachusetts with estates greater than One Million Dollars should still engage in estate tax planning to reduce or eliminate the Massachusetts estate tax. The noose continues to tighten with respect to Medicaid planning. It is increasingly becoming more difficult to protect assets from the nursing home. Recent Massachusetts court decisions have addressed problematic provisions in Medicaid irrevocable income only trusts. If you would like to learn more about such estate planning, Medicaid, and tax law changes, please attend our upcoming seminar. Thank you.
CPE CREDIT HOURS: 4
REGISTRATION: Please click: Seminar sign-up link for registration form. Click here: MAPA CPE List for a full listing of MAPA’s Continuing Professional Education Registrations
WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how
Date: Wednesday, March 10, 2010 (Changed date from February to March due to pending weather)
Times: 12-1 p.m. and 6-7 p.m.
Location: Andover Marriott Courtyard, Meeting Room A
10 Campanelli Drive
Andover, MA 01810
RSVP to this free seminar
Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars
Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars
WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how
Date: Tuesday, February 23, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Martin Conference Center
4100 Corporate Square
Naples, FL 34104
RSVP to this free seminar
Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars
Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars
WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how
Date: Tuesday, February 16, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Best Western, Wayland Room
380 Winter Street
Waltham, MA 02451
RSVP to this free seminar
Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars
Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars
WARNING
Estate, Medicaid & Tax Law Changes
How are you affected?
Please join us to learn how
Date: Wednesday, February 3, 2010
Times: 12-1 p.m. and 6-7 p.m.
Location: Holiday Inn, Imperial Room
1 Keewaydin Drive
Salem, NH 03079
RSVP to this free seminar
Speakers: David M. Beliveau, Esq., CPA. Admitted to the Florida, Massachusetts, and New Hampshire Bars
Paul J. Mansur, Esq., CPA. Admitted to the Illinois, Massachusetts, and New Hampshire Bars
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