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Tax Planning for the 99%: Tax and Financial Planning Issues Facing Individual Clients With Less Than $5 Million and Married Clients With Less Than $10 Million
Date
May 19, 2014
This spirited session will involve a rapid-fire discussion among an expert panel regarding tax planning strategies for clients of more modest wealth. Topics to be discussed include estate planning using marital trusts; lifetime gifting and disclaimers; income tax considerations for clients in this wealth strata; and financial-planning concerns including maintaining adequate lifetime resources, long-term-care insurance and other elder law concerns. Will-drafting issues will also be analyzed. Ample time will be afforded 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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