Estate Planning Day

Date: Saturday, October 20, 2018
Time: 10:00am - 12:00pm
Location: Andover Recreation at the Senior Center in Andover
Speaker: Multiple Area Experts

The Merrimack Valley Estate Planning Council is hosting an Estate Planning event in cooperation with Andover Recreation at the Senior Center in Andover at 10:00 a.m. on Saturday, October 20, 2018.  A trial event was held in April with 45 members of the public in attendance and the Board expects this event to be even more successful.  Mary Ellen McIver will act as Master of Ceremonies and preside over a 5 person panel made up of members of the Council who will speak on the following topics:  

1) HCPs, POAs, and Wills, 

2) Trusts, 

3) Step Up in Basis (Importance in consideration of Income Tax vs. MA Estate Tax), 

4) Financial Planning, and 

5) Long Term Care Planning.  

Although each topic is quite broad, the event is designed to be introductory in nature.  The speakers will have 15 – 20 minutes to lay the foundation of each topic.  The event will conclude with an informal 15 minute Q&A between those MVEPC members in attendance and the public.  The Board is looking for volunteer speakers and members to be available to answer basic questions.  If you are interested in speaking please submit a presentation outline by September 1, 2018 to Mary Ellen McIver (, Kim Rainen (, or Mike Sullivan (    

Thank you and enjoy the rest of your summer.

MVEPC Board of Directors

See Upcoming Event Calendar