Seminar on Most Overlooked Estate Planning and Charitable Giving Strategies
MARK YOUR CALENDAR
The Community Foundation of North Central Massachusetts and the
Montachusett Estate and Retirement Planning Council
Most Overlooked Estate Planning and
Charitable Giving Strategies
Leo J. Cushing Esq., CPA, LLM
Professional Advisor’s Event
October 22, 2015
4:00 – 8:00 P.M.
DoubleTree by Hilton Hotel Leominster, Mass.
RSVP by October 9
to Sue Cordio at 978-345-8383, ext. 320, or firstname.lastname@example.org
Leo J. Cushing is the founding Partner of Cushing & Dolan, P.C., a Boston based law firm established in 1984 specializing in closely held businesses, taxation, sophisticated estate planning, elder law and real estate. Leo’s practice includes all aspects of sophisticated estate planning techniques, asset protection, trust planning, charitable giving and resolution of tax controversies. Prior to establishing Cushing & Dolan, P.C., Leo earned his certified public accountant designation while working as a tax professional for the international accounting firm of Ernst & Young. He was also named a Five Star Wealth Manager in Boston in 2010, 2011, and 2012. Leo was recently appointed Lecturer in Law at the Boston University Law School’s Graduate Tax Program.
This program qualifies for CE, CFP, CIMA, CPE and CLE credits.
Space is limited, so RSVP as soon as possible to
Sue at 978-345-8383, ext. 320, or email@example.com