Newton Wed 6/5: Last Charles River Event of the Season: Asset Protection and Estate Planning, LLC’s, Inc’s, and Trusts

 

*SOLD OUT*

 

Part I: Asset Protection 101

If you got sued tomorrow, would you be at risk of losing everything? Owners who operate with an LLC, Inc., or Trust have "disaster containment" so that if one folds, the rest of the business survives. They also have lots of insurance. Find out whether your setup is adequate. Another question we'll address is whether your trust is protecting you the way you think. Trusts have one key advantage but in many respects they're now second to the LLC. This presentation addresses questions for both new and experienced owners looking to select a going-forward structure, make a change, or gain confidence in their current setup. This part of the presentation will be given by MassLandlords staff.

Part II: Estate Planning and Inheritance

Once we know how to cover our assets in life, we'll look further ahead and go in-depth on inheritance and estate planning issues. We'll cover the topic from the perspective of owners looking to have a plan for your own affairs as well as children looking to help their parents chart a course. Particular focus on estate planning for real estate owners. This part of the presentation will be given by Attorney Deborah Danger, Attorney Annika Bockius-Suwyn and Attorney Meagan Durigan of DangerLaw LLC. DangerLaw specializes in estate planning, family law, guardianship/conservatorship, and small and family business protection. They're unconventional attorneys committed to making the difficult subject of estate planning fun and enjoyable. Have you seen our Charles River volunteer website? Market data available on rent levels for Waltham and surrounding areas. We encourage you to also take the poll on your current views of the rental market. Use the "Contact Us" form to request a login at crrha.org  

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"No Sales Pitch" Guarantee

MassLandlords offers attendees of directly managed events a "No Sales Pitch" guarantee. If a guest speaker offers services, their presentation will not discuss pricing, promotions, or reasons why you should hire them. We do not permit speakers to pay for or sponsor events. Guest speakers are chosen for their expertise and willingness to present helpful educational content. Your purchase of an event ticket sustains our nonprofit model.

Wednesday, June 5^st

Charles River Meeting Agenda

• 6:00pm Sign-in/Networking
  • Networking draws from Waltham, Newton, Weston, Watertown, Wellesley, Wellesley Hills, Lincoln, Dover, Arlington, Belmont, and the western ends of Cambridge and Boston.
• 6:10pm Pizza and sodas provided
• 6:40pm Executive Director Doug Quattrochi with the MassLandlords Business Update
  • Member Minutes - Any member can have the mic for 60 seconds (introduce yourself, ask a question, share words of wisdom, etc.)
• 7:00pm Asset Protection 101
• 7:40pm Estate Planning and Inheritance
• 9:00pm Doors Close

Location

Charles River Properties 382 Watertown St Newton, MA 02458

Parking

Lots of street parking available at this hour. Public parking lot behind Village Bank near corner of Adams and Watertown Streets (<0.1 miles). Public parking lot at Bridge St and Linwood Ave (0.2 miles).

Food

• Pizza
• Soda, Water
• Please feel free to bring a dinner that meets your dietary goals/restrictions

Pricing

Open to the public. Membership is not required! Seating is limited to 25. If tickets are active, seats are available. This location credit card and check only.

• Public: $15.00
• Members: $10.00

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