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The Most Compelling Estate Planning Opportunities Today: Take These Two and Call Me in 2013


Jul 24, 2012 7:25pm ‐ Jul 24, 2012 8:15pm


Credits: None available.

Description

With the “sunset” of the wealth transfer tax provisions of the 2010 Tax Relief
Act looming, estate planners have been encouraging clients to act now. Is there
a cost to waiting until the end of the this year? Who should act now regardless
of tax law changes? How do you build flexibility into the planning you do today
in case tax laws change in the future? This presentation discusses the latest
research on the most compelling planning opportunities today, including two
techniques that remedy the true risk in estate planning today, and a number of
“alternative” remedies that are cutting-edge twists on well-trodden methods.

Speaker(s):

  • Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company

Credits

  • 0.00 - Tax

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