Dinner Meeting: Beneficiary Defective Inheritor’s Trusts (BDIT)
Location: Palmers Restaurant, 18 Elm St, Andover, MA 01810
Speaker: Vincent Bonnazoli, Esq. of the Family Estate Planning Law Group
Topic: Beneficiary Defective Inheritor’s Trusts (BDIT)
Attendees can receive 1.5 CFP CE credits for the presentation.
RSVP Required: Please click here to RSVP online.
Speaker BIO: Vincent E. Bonazzoli is the principal and sole owner of Family Estate Planning Law Group.
He received his J.D. from Suffolk University Law School in `85, and his B.A. in Psychology from Wesleyan University in 1982. Currently an instructor for Boston University's Certified Financial Planner™ program, Vinnie is a frequent lecturer and national speaker on estate, elder law and Medicaid planning techniques for attorneys, accountants, financial professionals, insurance professionals and the general public. He is also a Practice Advisor for Atticus, Inc., coaching attorneys in building sustainable, profitable law firms and supporting attorneys in achieving balance in their professional and personal lives. He has developed a unique estate planning maintenance program so that his clients’ estate and elder law plans are kept up to date.
He is a member of the Massachusetts Bar Association, the New Hampshire Bar Association, WealthCounsel, and the Essex County Estate Planning Council, the latter of which he was President from 2005-2006.