Join Us at Our Events

Many events are in-person or by zoom. Click on the event to learn more details and to register.

Upcoming Events

Legacy and Libations: Planning for Estates under $4M
March 27, 2024 | 6:30-7:30pm
Learning Center (In Person and Video) | Presented by Debra Hedges, Esq.
Share a glass of wine with us, while Attorney Deb Hedges discusses specific planning strategies for estates under $4M, followed by a Q/A session so Deb can address any questions that arise. Please register for this event, even if you cannot join, so we can share the video with you.
Avoid Problems Settling Your Parents’ Estate
April 10, 2024 | 6:30-7:30pm
Learning Center (In person and Zoom) | Presented by Mackenzie Hager, Esq.
Mackenzie will lead a high-level discussion of some common issues that could arise during your parents’ administration and how to avoid them to save you and your siblings time, money, and your “sibling-ship.” *Hosted by our sister company, Northeast Private Trustees

Previous Events

Which Trust Do You Trust? Irrevocable or Revocable
March 6, 2024 | 6:30 - 7:30pm
Learning Center (In Person and Zoom) | Presented by Marc Cusano, Esq.
Trusts are all the rage now (or at least they should be!). But with dozens of types of trusts to choose from, which one is king? Is there even a right choice for everyone - a one-size-fits-all trust? Why does your best friend have an irrevocable trust when you've been told that revocable is the way to go? We invite you to learn how trusts work and how to harness their power.
How to be a Good Trustee
Feb 7, 2024 | 6:30 - 7:30pm
The Learning Center (In Person and Zoom) | Presented by Trust Executive Tim Borchers
Discover the keys to effective trustee responsibilities and learn:
- What types of trusts are there?
- What is a trustee and what are their responsibilities (the Four C’s)
- Are Trust Accountings required and are they hard to do?
- Can a trustee be liable for mistakes?
- Who makes a good trustee? (learn what T.R.U.S.T.E.E. stands for)
*Hosted by our sister company, Northeast Private Trustees
Do You have the Right Trustee or Executor?
May 31, 2023 | 5:30 - 6:30pm
The Center at Medfield (In Person) | Presented by Tim Borchers, Esq., CTFA, EPLS, AEP®
Have you named an executor or trustee from your family? Why? This job is specialized work, and not an honor. It’s not necessarily good for family dynamics, or going to save you money. We will go through some examples and learn what T.R.U.S.T.E.E. stands for, as well as “Ten Timeless Tips for your Estate Plans.”
We Love Our Falmouth Home. But Will Our Children?
Sept. 14, 2022 | 6:30-8:00pm
Falmouth Public Library (In Person) | Presented by Tim Borchers, Esq., CTFA, EPLS, AEP®
Second homes are often the most valuable asset in your estate and require specialized planning to ensure the home stays in the family. Leaving your valuable family home in equal shares to heirs without a master plan is often a recipe for disaster. Join estate planning attorney Tim Borchers, Esq. who will share successful approaches and prompt you to think about your home's protection, succession and preservation.
We Love our Vineyard Homes, but Will our Children?
July 27, 2021 | 7-8:00pm
Vineyard Public Library (via Zoom) | Presented by Tim Borchers, Esq., EPLS, AEP®
Second homes are often the most valuable asset in one’s estate and require specialized planning to ensure the home stays in the family.
Do You have the Right Trustee or Executor?
May 31, 2023 | 5:30 - 6:30pm
The Center at Medfield (In Person) | Presented by Tim Borchers, Esq., CTFA, EPLS, AEP®
Have you named an executor or trustee from your family? Why? This job is specialized work, and not an honor. It’s not necessarily good for family dynamics, or going to save you money. We will go through some examples and learn what T.R.U.S.T.E.E. stands for, as well as “Ten Timeless Tips for your Estate Plans.”
We Love Our Falmouth Home. But Will Our Children?
Sept. 14, 2022 | 6:30-8:00pm
Falmouth Public Library (In Person) | Presented by Tim Borchers, Esq., CTFA, EPLS, AEP®
Second homes are often the most valuable asset in your estate and require specialized planning to ensure the home stays in the family. Leaving your valuable family home in equal shares to heirs without a master plan is often a recipe for disaster. Join estate planning attorney Tim Borchers, Esq. who will share successful approaches and prompt you to think about your home's protection, succession and preservation.
We Love our Vineyard Homes, but Will our Children?
July 27, 2021 | 7-8:00pm
Vineyard Public Library (via Zoom) | Presented by Tim Borchers, Esq., EPLS, AEP®
Second homes are often the most valuable asset in one’s estate and require specialized planning to ensure the home stays in the family.
We Love Our Nantucket Homes. But Will Our Children? | Webinar
Aug. 26, 2020 | 6:30-7:45pm
Nantucket Atheneum | Presented by Tim Borchers, Esq., EPLS, AEP®
If you own a valuable vacation home that you may want to pass down, join Tim, a recognized leader in the heirloom property niche, who was invited to speak on this topic at a free Nantucket Atheneum webinar.
The Power of Trusts in your Estate Plan | Upton, MA
May 21, 2020 | 1:15pm
Upton Senior Center | Presented by Will Lane, Esq.
Learn the common scenarios every family might face, and how having the proper estate planning documents in place can save money, time, and taxes and how elders can plan now to save on long term care costs.
Legal Aspects of Turning 18: Young Adult Document Signing | Medfield, MA
Mar. 28, 2020 | 11am-12:30pm
Medfield Public Library | Presented by Tim Borchers, Esq., EPLS, AEP® & colleagues
This workshop has been canceled due to the coronavirus impact in our area. As an alternative, we are offering appointments to schedule free document signings for young adults at our office. *Hosted by Peak Community Seminars, 501c3
Clarity in Trusts & Estate Planning | Medfield, MA
Jan. 22, 2020 | 6:30-8pm
The Center at Medfield | Presented by Tim Borchers, Esq., EPLS, AEP® & colleagues
A Medfield resident, Tim will speak from experience, as an estate-planning attorney and a trustee. Get clarification on revocable vs. irrevocable trusts, and the variety of trust instruments that may be useful in your own planning.
The Power of Trusts in your Estate Plan | Sherborn, MA
Oct. 17,2019 | 12:00pm
25 So. Main Street (Pilgrim Church)
Learn the common scenarios every family might face, and how having the proper estate planning documents in place can save money, time, and taxes and how elders can plan now to save on long term care costs.
The Power of an Effective Estate Plan | Blackstone, MA
Aug. 6, 2019 | 10am
Blackstone Council on Aging | Presented by Marc Cusano, Esq.
Learn the common scenarios every family might face, and how having the proper estate planning documents in place can save money, time, and taxes and how elders can plan now to save on long term care costs.

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