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From Lorman Education Services
State of the Estate Tax: Where We Stand Today and What Practitioners Can Do
...pments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take years to resolve
more...
State of the Estate Tax: Where We Stand Today and What Practitioners Can Do
...pments. The focus will be on how the client advisor team, consisting of the estate planning attorney, insurance consultant, accountant and wealth manager, can take practical and coordinated steps to best serve their clients through the uncertainty. How can document drafting be changed to deal with the uncertainty? Even if the estate tax is retroactively reinstated, it may take years to resolve
more...
