Live Virtual Series

Understanding Gifting in the Context of Estate Planning

A three-part presentation series hosted over Zoom by Attorneys Lindsey Cavallaro and Spencer Duhamel of Cody, Cody & McCarthy, LLC.

Save the DatesFree to attend · No registration required

Portrait of Attorney Lindsey Cavallaro — Lindsey Cavallaro
Attorney, ESQ.

Portrait of Attorney Spencer Duhamel — Spencer Duhamel
Associate Attorney, ESQ.

About This Series

Strategic gifting allows families and individuals to share wealth during their lifetime while taking advantage of valuable tax benefits and maintaining control over broader estate planning goals. Annual exclusion gifts can be made each year without using lifetime exemption amounts, while larger gifts may leverage the remaining lifetime exemption to help preserve wealth for future generations. Join us for a virtual discussion about tax-efficient gifting and wealth transfer strategies.

Annual Exclusion Gifts

How gifts made each year can transfer wealth without using any portion of your lifetime exemption amount.

Lifetime Exemption Planning

When larger gifts make sense, and how leveraging the remaining lifetime exemption can preserve wealth for future generations.

Maintaining Control

Coordinating a gifting strategy with trusts, LLCs, and the broader goals of your estate plan so you keep control of the outcome.

Presentation Dates

Each session covers the same material, so you only need to attend the date that works best for you.

September8Tuesday, 202612:00 p.m. – 1:00 p.m.Eastern TimeZoom link ready
October8Thursday, 202612:00 p.m. – 1:00 p.m.Eastern TimeZoom link coming soon
November5Thursday, 202612:00 p.m. – 1:00 p.m.Eastern TimeZoom link coming soon

How to Join

No registration required — simply click the link a few minutes before the session begins. The details below are for the September 8th session. Links for the October and November dates will be posted here once they are finalized.

September 8th link:: us02web.zoom.us/j/87140002027
Meeting ID:: 871 4000 2027

Join the September 8th Session

The meeting room opens at the scheduled start time for each session.

Meet Your Presenters

Lindsey and Spencer will present together, drawing on their day-to-day work in estate planning, asset protection, and gift tax analysis.

Lindsey Cavallaro

Attorney, ESQ.

Cody, Cody & McCarthy, LLC

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Attorney Lindsey Cavallaro advises our clients in designing and implementing estate plans which effectively accomplish a variety of different goals, ranging from disability planning and probate avoidance to minimizing state and federal estate tax exposure. Lindsey also assists clients with various asset protection strategies, including establishing and funding LLCs or Medicaid Asset Protection Trusts.

Beyond advising clients, Lindsey oversees the estate planning process across the firm to ensure the quality of each plan. Lindsey also regularly participates in the Massachusetts Bar Elder Law Education Program, giving presentations to educate the public about the importance of a proper estate plan, and how to implement various strategies to prepare for future long-term care costs.

Prior to joining the team at Cody, Cody & McCarthy, LLC in 2020, Lindsey gained experience in the Trust and Estates field through various internships and law clerk positions specializing in estate/trust planning and administration.

Education

Suffolk University Law School | Juris Doctorate, cum laude

University of Massachusetts Amherst | Bachelor of Arts in Legal Studies and Multidisciplinary Honors

Admitted To

Massachusetts Bar

New Hampshire Bar (admission pending)

Spencer Duhamel

Associate Attorney, ESQ.

Cody, Cody & McCarthy, LLC

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Spencer is an Associate Attorney who works closely with Senior Attorneys and Partners on various matters concerning asset protection, advanced estate planning, estate and gift tax analysis, and real estate recording. His legal interests include estate planning, contracts, and gift taxation.

In 2022, Spencer began his time at Cody, Cody & McCarthy, LLC as a Law Clerk during his second year of law school and has been with the firm ever since.

In his free time, Spencer enjoys playing golf at various courses in New Hampshire and Massachusetts and is a lifelong fan of the Boston Red Sox, New England Patriots, and Boston Bruins.

Education

Suffolk University Law School | Juris Doctor

Norwich University | Bachelor of Arts in English, Honors & Minors in French and Philosophy

Admitted To

Massachusetts Bar

Have a question before the presentation?

Whether you plan to attend or would like to discuss a gifting strategy privately, our team is happy to help.

Schedule a Consultation

This presentation series is offered for educational purposes only and does not constitute legal or tax advice, nor does attendance create an attorney-client relationship.