Succession planning is always challenging, and there is never a right time to address it. Not now, not ever, according to some. Estate tax laws continue to be in a state of uncertainty. With efforts to undertake comprehensive federal tax reform, estate and financial planning is as challenging as ever for owners of auto dealerships.
This session will address the outlook for estate tax changes, how to plan in the face of uncertainty and the top 10 critical estate planning concerns for owners of auto dealerships. This is where the rubber meets the road.
National Director of Wealth Planning Strategies,
U.S. Trust / Bank of America
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