Date: August 2, 2023
Time: 11 a.m. to Noon EDT
Gain a general understanding of the current estate and gift planning landscape, and the types of basic planning vehicles used in constructing successful estate and business succession plans. The session will focus on wills, several types of trusts, avoiding probate and gift planning.
Alane Boffa, Partner, Tax
Scott Swain, Partner, Tax
*Please note, CPE credit is not available for watching the recording.