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ENGAGE 2020


Estate Planning Strategies for Moderate, High and Ultra High Net Worth


Jun 11, 2020 1:30pm ‐ Jun 11, 2020 2:45pm

Description

Our panel of experts will examine current tax and non-tax strategies to be considered by clients in various wealth levels including:

Family Asset Protection in Planning Wealth Distributions
The Importance of Income Tax and Basis Planning
The Continued Relevance of Life Insurance Trusts, QPRTs, GRATs and CRTs
Disability and Long Term Care Planning

Learning Objectives:
  • Family Asset Protection in Planning Wealth Distributions
  • The Importance of Income Tax and Basis Planning
  • The Continued Relevance of Life Insurance Trusts, QPRTs, GRATs and CRTs
  • Disability and Long Term Care Planning

Speaker(s):

  • Marty Finn, Partner, Lavelle and Finn, LLP
  • Anthony Vitiello, JD. LL.M. (Tax), Partner and Chairman, Tax & Estate Planning Group, Connell Foley LLP
  • Micaela Saviano, Art & Finance Tax Leader, Deloitte Tax, LLP
Tags: TAX
Category: Concurrent Session (Onsite and Online)

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