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On-Demand Webinar: More Than Memories: Smart Ownership and Estate Planning for Vacation Homes

March 25, 2026

Vacation homes hold both financial and sentimental value, but a lack of careful planning can lead to unintended tax consequences, family conflict, or even a forced sale. In this 30-minute webinar Hemenway & Barnes attorneys Steve Mangold and Bryce Helfer, moderated by Laura Naylor, explore how thoughtful ownership structures and strategic estate planning can help protect your property and preserve family harmony.

During this webinar, Steve and Bryce discuss:

Selecting the right ownership structure to align with your goals and maximize legal and tax advantages
Developing a strong succession plan to clarify decision-making, manage expenses, and prevent disputes
Customizing estate plans to address unique individual and family situations

Watch the Webinar Recording

Steven L. Mangold

Steve Mangold represents businesses and nonprofit organizations in commercial real estate transactions ranging from office and retail space to multifamily housing developments.

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Bryce J. Helfer

Bryce works with individuals and families to create practical and effective estate plans. He has over a decade of experience helping clients navigate the legal and emotional issues during the estate planning process, including asset protection, multigenerational transfers, and blended family situations.

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Laura R. Naylor

Laura R. Naylor is the Senior Director of Client Experience at Hemenway & Barnes. She works closely with firm management and partners to foster meaningful and lasting relationships with clients.

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More than Memories: Estate Planning for Vacation Homes - Part 1 Property Ownership Structure

Start by considering your goals. Are you looking for a place to create lasting memories for yourself and future generations? Do you want a getaway spot for the next few years, or is your primary focus on investment potential? Clarifying your objectives will help guide key decisions, such as selecting the right ownership structure to ensure legal protection, maximize tax benefits, and support long-term estate planning. In Part 1, we discuss the advantages and disadvantages of common ownership structures.