Annual Trust & Estate Update 2023 | EisnerAmper | 6 February 2023 | Webinar
Venue
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| Event Date | Mon Feb 6 EST (almost 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Learn about significant recent developments in estate planning and the opportunities that lie ahead with new and proposed legislation. Our presenters will cover topics such as estate planning for the middle-rich, estate and income tax planning with trusts, and marital deduction planning.
Learning Objective:
• To understand updates and trends impacting estate planning strategies and opportunities.
Learning Outcomes:
• Participants will be able to:
• Gain insight into the most significant developments from 2022, including the planning implications of enacted or anticipated legislation
• Understand estate and income tax issues and opportunities to consider when planning with trusts
• Explore planning ideas for clients, including marital deduction planning, charitable planning, etc.
Speakers
2023 Speakers
Karen Goldberg
Partner, EisnerAmper
Scott Testa
Partner, EisnerAmper