Monday, November 6, 2017 from 5:30 PM to 8:00 PM EST
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Palmers Restaurant and Tavern 
18 Elm Street
Andover, MA 01810

Driving Directions 


Matt Gatzke 
Merrimack Valley Estate Planning Council 

Next Council Dinner Meeting with Guest Speaker, Bill Zorn...NH Trusts 

(Please note: The council is now using Constant  Contact's EventSpot to record dinner reservations for members and guests. You will receive a confirmation.)

After networking, join us for dinner and our guest
speaker, Attorney
William V.A. Zorn, Director and Chair, Trusts & Estates Department for McLane Middleton.

(Earn 1 CFP CE for attending)

Attorney Zorn will address a brief history of the recent evolution of trust and tax law in New Hampshire and will then focus on the differences and the advantages of using Hew Hampshire trusts highlighting asset protection trusts, state tax avoidance issues, restructuring irrevocable trusts through nonjudicial settlement agreements, decantings and modifications, creating perpetual/dynasty trusts with the repeal of the rule against perpetuities and creating quiet trusts.

Bio: Bill is Director and Chair of the Trusts & Estates Department. He concentrates his practice in sophisticated estate planning, including the implementation and administration of tax strategies and trusts and alternative strategies for high income and high net worth individuals, families, executives and business owners, as well as strategies involving asset protection and wealth preservation. Bill is experienced representing major lottery winners in the New England region assisting them with their income tax, gift tax, confidentiality and family planning issues.

Bill co-authored the book, "New Hampshire Practice Series: Probate and Administration of Estates, Trusts & Guardianships, Fourth Edition (Vols. 10, 11 and 12)."  The book is a comprehensive, current reference on probate court procedure and the administration of estates in New Hampshire, this three-volume publication completely revises former Rockingham County Probate Judge William Treat's pioneering treatise on probate law published in 1968. Contains practical advice, analysis of current law, numerous checklists, and completed forms used in probate proceedings.  For more on the book, please visit http://bit.ly/2upCpgf.

Bill received his LL.M., Taxation, from Boston University (1983), J.D. from Boston University (1978) and his A.B. from Dartmouth College (1975). 

GUEST POLICY: $50 per guest payable at the door