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Morning Announcements/Navigating Turbulent Estate Tax Waters '13: A Panel Discussion
Date
May 21, 2013
A distinguished panel of estate planning experts will share what they are telling their clients in light of legislative, regulatory and case law changes in the estate and gift tax world. Lifetime gifting opportunities, trust planning and will drafting will be covered with time available for audience questions.
Speakers
Jackie A. Patterson, CPA, JD
Partner, Buchanan & Patterson, LLP
Partner, Rowlands, LeBrou & Griesmer, PLLC
Senior Director/Family Wealth Strategist, BNY Wealth
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
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