Kreischer Miller Tax Planning Webinar Series | Estates, Gifts, and Trusts - Finding Comfort in an Uncomfortable Time
Thursday, June 18, 2020 9:00 am - 10:00 am
Thursday, June 18, 2020
9:00am-10:00am
Join us for part 5 of this 7-part webinar series where we explore recent tax law changes and important planning considerations for yourself and your organization.
This webinar covers:
- Current environment and opportunity
- Estate planning documents
- Beneficiary designations and titling of assets
- Exemptions for estate, gift and generation skipping tax
- Estate planning opportunities
Presenter:
Richard J. Nelson, Director, Tax Strategies
Lisa G. Pileggi, Director-in-Charge, Tax Strategies
Download the slides from the presentation.