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Conference on Tax Strategies for the High-Income Individual 2016


09 - Estate, Income Tax & Financial Planning for the 99%: Panel Discussion


May 24, 2016 1:30pm ‐ May 24, 2016 2:45pm

Standard: $49.00

Description

This rapid-fire discussion with an expert panel will focus on planning strategies for clients of more modest wealth. Ample time will be afforded for audience questions. The following topics will be discussed:
• Estate planning using marital trusts, lifetime gifting and disclaimers and the relevance of portability
• Income tax considerations for clients in this wealth stratum; the importance of basis planning and retirement account beneficiary options
• Financial and asset protection planning strategies, including issues facing “non-traditional” families

Speaker(s):

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