Join us for a discussion addressing the challenges as a caregiver in the “sandwich generation.” Learn legal and financial tips for planning for the future on two fronts. Because when women support women, incredible things happen. Complimentary drinks and hors d’oeuvres will be served. Registration required.
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes. We’ll take a close look at the following: Choosing the “right” vehicle ...
There’s a wide variety of trust laws among the states and the District of Columbia with their respective good and bad aspects – depending on one’s point of view. Estate planning professionals need to be cognizant of the fact that a trust’s situs and governing law, whether as originally established or later validly changed, will often have significant impact on ...
