Guides Clients through Estate Planning
N/AOUTCOME: Favorable for Client
Guides clients through the estate planning process from initial meeting and drafting to execution of documents and re-titling of assets to optimize estate tax savings.
Kathryn Szewczyk's Legal Cases (5)
Worcester, MA
Estate planning Lawyer at Worcester, MA
Practice Areas: Estate Planning, Elder Law, Tax
Manages Probate Matters
N/AOUTCOME: Favorable for Client
Manages probate matters such as formal and informal estate administrations, guardianships and conservatorships, including contested proceedings and those dealing with Rogers Authority.
Drafted Intentionally Defective Grantor Trusts ("IDGTs")
N/AOUTCOME: Favorable for Client
Drafted intentionally defective grantor trusts (“IDGTs”) for succession and inheritance planning of multiple family businesses
Prepared Gift, Estate, and Income Tax Returns
N/AOUTCOME: Favorable for Client
Prepared gift tax returns for transfers of multiple residences, estate tax return for estate of over $10 million and income tax returns for clients with wide variety of income sources.
Assisted in Filing Amicus Brief in the MA Appeals Court Case of Heyn v. Director of the Office of Medicaid
N/AOUTCOME: Favorable for Client
Assisted in filing amicus brief on behalf of the National Academy of Elder Law Attorneys, Massachusetts Chapter (MassNAELA) in the Massachusetts Appeals Court case of Heyn v. Director of the Office of ... Medicaid. The brief successfully argued in favor of the use of irrevocable income-only trusts (“IIOTs”) as a Medicaid planning tool, providing additional flexibility and predictability in long-term care planning for elders across the state. Read the full text of the decision here.
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