Meeting Schedule

All meetings start with registration at 11:45 a.m.

September 12, 2017
Leo J. Cushing, ESQ, CPA, LLM
Cushing & Dolan, P.C.
Estate/Trust Income Tax Issues
Interaction of 706, 1041, & 1040
Elements of Intentionally Defective Grantor Trusts
Alberto’s Ristorante
Hyannis, MA

November 8, 2017
Philanthropy Day
With the Planned Giving Council

H
yannis Resort & Conference Center
West End Rotary, Hyannis

January 9, 2018
Mike Burton, Licensed Loan Originator
Slade Mortgage Group

Mortgages & Reverse Mortgages
Alberto’s Ristorante
Hyannis, MA

March 13, 2018
Nancy Simm, CLTC, LTCP, CSA
Highland Capital Brokerage
Long-Term Care Insurance
Alberto’s Ristorante
Hyannis, MA

May 8, 2018
Attys. Ingrid Epperly & Lisa Sherman
Diminished Capacity
Alberto’s Ristorante
Hyannis, MA

June 12, 2018
Panel – Attys. Joseph Maruca, Brooks Thayer,
& Christopher Ward

Trends in Estate Planning
New estate/trust law
Hyannisport Club
Irving Avenue
Hyannisport, MA