Date: August 9, 2023
Time: 11 a.m. to Noon EDT
Location: Webinar
Build on concepts from the 101 session, as we delve into strategies designed to leverage estate tax exemptions in transferring wealth/business interests to future generations. We’ll discuss sales to defective grantor trusts, insurance trusts, charitable trusts and Grantor Retained Annuity Trusts.
Alane Boffa, Partner, Tax
Scott Swain, Partner, Tax
Downloadable Presentation
*Please note, CPE credit is not available for watching the recording.