Estate Planning, Wills, Trusts and Taxes

Estate Planning, Wills, Trusts and Taxes: Attorney Chew will discuss the components of a basic estate plan, which protects and preserves the goals and wishes of an individual through incapacity and post-death. She will then delve into a comparison between Wills and Trusts, explaining what typically dictates the usage of the latter instead of relying on the former. An outline of the probate process will be provided, as well as tips and tricks to avoid common pitfalls and to simplify the work to be done when someone dies. Finally, she will explain the roles played by the various relevant taxes–capital gains, income, and estate.

Nancy specializes exclusively in estate planning and elder law, and she has been in private practice since 1999. As an estate planner, Nancy provides particular expertise to clients with minor or disabled children, with taxable estates, and with ownership interests in business entities. In the field of elder law, Nancy possesses current and accurate knowledge of a complex area subject to an ever-changing regulatory climate. She is a member of the National Academy of Elder Law Attorneys – including its Massachusetts Chapter—as well as the Massachusetts Bar Association and the North Middlesex Bar Association. She is also an accredited attorney with Veterans Administration.

Nancy Catalini Chew is a graduate of Boston College Law School and was admitted to practice in Massachusetts in 1996. She earned her Bachelor of Arts degree in Geography, summa cum laude, from the University of New Hampshire, and she is a member of Phi Beta Kappa.

Nancy is frequently asked to speak at local Councils on Aging, Chambers of Commerce events, facilities for the elderly, and she has been featured on various local access cable television programs, all in an effort to educate the public with accurate information.

Nancy has served on the Board of Trustees for an area hospital and is also a member of its Ethics Committee. She has acted as a board member for various charitable entities, and currently acts as Town Moderator in her home town of Ashby, where she currently resides with her husband and their children.

For additional information, please visit her website: http://www.attycatalinichew.com/ or contact her: email: attychew@attychew.com

The meeting will be held at the Lincoln Lab Auditorium, 244 Wood Street., Lexington, MA at 4:00 PM. Refreshments will be served at 3:30 PM. Registration is in the main lobby. Foreign national visitors to Lincoln Lab require visit requests. Please pre-register by e-mail to reception@ll.mit.edu and indicate your citizenship. Please use the Wood Street Gate.

For directions go to http://www.ll.mit.edu/; for other information, contact Steve Teahan, Chairman, at (978)763-5136, or Steve.F.Teahan@raytheon.com

To assist us in planning this meeting, please pre-register at http://www.ieeeboston.org/Register/.