Webinar: Gift Consequences

Gifts made by you or to you can not only have tax consequences, but can also affect eligibility for governmental benefit programs.

Join us to learn about the consequences involved when making or receiving gifts. We will cover the estate tax and gift tax aspects of gifts of $16,000, $34,000, a home, and $1 million in appreciated stock. We will also cover the MassHealth, SSI and V.A. Aid and Attendance rules regarding these gifts. We will be joined by our guest speaker Attorney Mark Worthington from Special Needs Law Group of Massachusetts, PC, of Framingham, MA.

In this webinar we will be covering:

– What consequences can giving or receiving a gift have on your governmental benefits?

– What consequences can giving or receiving a gift have on the taxes that you pay?

The opinions expressed in this webinar are the opinions of Attorney Brian Barreira and Attorney Mark Worthington on the law as written as of the date of the webinar recording, January 20, 2022. The information presented in the webinar is for informational purposes only, and is not a substitute for individualized legal advice.

The webinar transcript can be accessed through the link below.