Berkshire County Estate Planning Council

02/03/2026

H.R. 1, the “One Big Beautiful Bill Act,” delivers some of the most important estate planning changes in years. The basic exclusion amount jumps to a permanently indexed $15 million, giving clients more room for strategic planning. The 37% top income tax rate is now locked in. The state and local tax deduction increases to $40,000, creating new opportunities for high‑income taxpayers. The Act also expands QSBS benefits, opening the door to even more powerful planning strategies.

When: Tuesday, February 24, 2026 8:30am Bring your own breakfast.

Location: Lee Bank Marble House, 102 West Park Street, Lee

RSVP: Tanya Haas [email protected]

This teleconference is offered free of charge to both members and nonmembers. Join us!

12/15/2025

11/20/2025

'Tis the season! Please join us for our annual holiday party at Mazzeo's. We can't wait to see everyone. Non-members are just $40...come check us out. No charge for BCEPC members. We can't wait to see everyone!

11/09/2025

All About Supplemental Needs Trust and Associated Tax Issues

In person Breakfast with Hyman Darling of Bacon Wilson.

This session will offer practical guidance on structuring and administering SNTs to support beneficiaries while protecting public benefits and ensuring compliance with key legal and tax requirements.

When: Tuesday, November 18, 2025 8:30am Breakfast, 9am - 10:30am Program

Location: Country Club of Pittsfield, 639 South Street, Pittsfield, MA

Sponsor: Lee Bank

RSVP: Marianne Fresia. [email protected]

Fee: Free for members, $40 for non-members. Pay via PAYPAL or mail a check: Marianne Fresia, October Mountain Financial Advisors, 103 W. Park St. Lee, MA 01238. Thank you!