Essex County Estate Planning Council 2013 Year End Tax Planning Meeting

Date: Tuesday, November 12, 2013
Time: 07:30 AM - 09:00 AM
Location: Spinelli's Restaurant, Route One, Lynnfield, MA
Speaker: George L. Cushing, Esq. & Thomas B. Anthony, CPA

The Essex County Estate Planning Council would cordially like to invite you to attend the highly acclaimed 2013 Year End Tax Planning Meeting. This year's breakfast event features the comments from George, L. Cushing, Esq. and Thomas B. Anthony, CPA.

A Continental Breakfast will be served from 7:30 to 8:00 to be followed by our distinguished speakers.

You may pay at the door, online or forward your check to: David G. Strachan, Jr., Vice President and Trust Officer, Cambridge Trust Company, 75 State Street - 18th Floor, Boston, MA 02109.


George L. Cushing is a partner with McLane, Graf, Raulerson & Middleton. Mr. Cushing’s practice is focused on estate planning and estate administration, including related income, estate and gift tax planning, tax return preparation, tax controversies and probate litigation involving disputes within families or between individuals over the disposition of property in estates and trusts. His practice also focuses on related areas, including representing owners of closely-held businesses; preparation of Buy-Sell Agreements and voting trust arrangements; preparation of Family Limited Partnerships and Limited Liability Companies; real estate transactions, including nominee trusts; antenuptial agreements; advice concerning retirement plan and individual retirement account decision-making, including tax options relating to retirement and death benefits; advice concerning establishment of tax-exempt charitable foundations in both trust and corporate form; and advice to individuals and trustees concerning the administration of private and charitable trusts and other entities.

George received his J.D. from Harvard Law School, cum laude, (1970) and B.A. from Harvard College, magna cum laude, (1965). Most recently George was a Partner, K&L Gates LLP in Boston, MA.
Thomas B. Anthony is a partner with Anthony & Dodge, PC. Tom's professional career spans 30 years in both private and public accounting. He specializes in corporate taxation, as well as financial and tax planning. His experience with strategic personal and business tax planning and compliance results in an adept ability to pinpoint a client's unique financial and tax issues and create solutions that focus on the most beneficial results.
Tom is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants. He is especially proud of being a founding member of the Hamilton-Wenham Rotary Club in which he continues to be an active member and Secretary. Tom is also a past President of the Essex County Estate Planning Council.

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