Lunch Meeting: Lifetime Gifting as Part of an Estate Plan

Date: Wednesday, October 21, 2015
Time: 12:00pm - 1:00pm
Location: McLane Middleton, PA, 300 Trade Center, Suite 7000, Woburn, MA 01801
Speaker: Ryan Swartz, Esq., McLane Law Firm

Please join the Essex County Estate Planning Council on Wednesday, Oct. 21, 2015 for a Lunch & Learn event featuring Ryan Swartz, Esq. of McLane Middleton, PA, who will discuss lifetime gifting as part of an estate plan. Lunch is on McLane!


Ryan Swartz, Esq., Director, Trusts & Estates Department at Mclane, will discuss how lifetime gifting can affect the Massachusetts estate tax. This session will also explore income tax issues related to lifetime gifting. Resource materials will be available. 


There is no charge for this event, but online registration is required. Lunch will be provided by McLane Middleton, PA!

About Our Speaker

Ryan Swartz., Esq., is director of the Trusts & Estates Department at McLane Middleton, PA, where he advises individuals and families regarding various planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts and irrevocable Medicaid trusts. 

Ryan completed a Judicial Clerkship with the Massachusetts Superior Court (2003-2004). He received his J.D. cum laude, from Suffolk University Law School (2003) and his B.A., cum laude, from the University of Massachusetts, Amherst (1999). 

For more information about Ryan, visit


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