Thursday, March 19, 2026 | Tuscan Sea Grill, Newburyport, MA

The Essex County Estate Planning & Wealth Strategy Briefing

Massachusetts estate tax begins at $2 million.

For many families, thoughtful planning in 2026 can materially reduce exposure and preserve generational wealth.

This private 60-minute executive briefing is designed for families whose estates may approach or exceed the Massachusetts estate tax threshold.

Massachusetts estate tax begins at $2 million.
For many families, thoughtful planning in 2026 can materially reduce exposure and preserve generational wealth.

This private 60-minute executive briefing is designed for families whose estates may approach or exceed the Massachusetts estate tax threshold.

Hosted by Jeff Stinson, Esq.
Partner and Director of Estate & Wealth Planning, STANDARD

REQUEST A SEAT

Limited attendance. Advance registration required.

Presenters

Jeff Stinson, Esq. is Partner and
Director of Trusts & Estates at STANDARD

Matt Kirschner is Financial Advisor at Edward Jones

Attorney Jeff Stinson advises families across Massachusetts whose estates may approach or exceed the state’s $2 million estate tax threshold. His work focuses on structural trust planning, estate tax mitigation, probate avoidance, and coordinated wealth transfer strategy.

In his practice, Jeff regularly reviews estate plans that appear complete on paper but contain structural gaps that quietly create unnecessary tax exposure, liquidity risk, or administrative complications for surviving spouses and children. His approach is disciplined and strategic: design trusts properly, align beneficiary designations correctly, and ensure legal structure matches the family’s actual asset profile and long-term objectives.

Jeff works closely with financial advisors and accountants to integrate estate planning with investment and retirement strategy, recognizing that estate tax exposure is often the result of poor coordination rather than lack of documents.

His disciplined approach and depth of experience have made him a trusted advisor to families throughout Massachusetts seeking clarity, control, and long-term wealth preservation.

Matthew Kirschner advises individual investors, business owners, and multigenerational families on coordinated investment and wealth management strategy. His practice focuses on long-term portfolio design, tax-aware investing, retirement income planning, and disciplined asset allocation aligned with each client’s broader financial objectives.

Matthew works closely with clients’ attorneys, accountants, and professional advisors to ensure that investment strategy is fully integrated with estate planning and tax considerations. He believes effective wealth management requires more than asset allocation; it requires clarity of purpose, behavioral discipline, and a structured approach to risk management.

Before advising individual clients, Matthew spent more than a decade in institutional finance, developing the analytical rigor and strategic perspective that inform his practice today. He is known for thoughtful analysis, steady counsel, and a commitment to helping families make informed, confident financial decisions.

A private discussion for homeowners with estates approaching $2 million.

A personal invitation from Attorney Jeff Stinson.

Massachusetts estate tax begins at $2 million. Many families approach that threshold without realizing how asset growth, real estate appreciation, and retirement accounts compound exposure.

In this private discussion, I explain how disciplined trust design and coordinated financial strategy work together to preserve control and reduce unnecessary tax risk.

This is a focused, executive-level conversation — not a general seminar.

What I Would Personally Use for You

REQUEST A SEAT

One Evening

A focused, high level estate and wealth strategy briefing designed for established Essex County families.

Limited Seating

Attendance is limited to maintain a focused, executive-level discussion.

Strategic Insight

Clarify your exposure to Massachusetts estate tax and implement a coordinated legal and financial planning strategy.

Everything you need to know

Event Schedule

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