Estate Planning remains an integral part of protecting and transferring wealth. Doing so in a tax-efficient manner and in a way that avoids family feuding requires technical proficiency in a host of areas including, but not limited to: gifting strategies, tax compliance, estate liquidity, fiduciary responsibility, etc. In this program, participants will review the foundational aspects of estate planning, including the increased importance of integrating income and estate tax planning.
Learning Objectives:
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