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XPX CT: Estate Planning Options

  • December 18, 2015
  • 7:30 AM - 9:30 AM
  • The Shore and Country Club, 220 Gregory Blvd., East Norwalk, CT

Registration


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Estate Planning Options – Focus on after tax proceeds

Efficient and practical estate planning for business owners

Daniel Daniels, a partner at Wiggin and Dana, will lead a discussion covering both fundamental and advanced estate planning strategies for our business owner clients. Dan will outline how Mr. Smith, the owner of PeopleCo. Manufacturing Company (our 2015 case study business), will use various strategies to facilitate business succession, reduce estate tax liabilities, and address family concerns. The discussion will review the alphabet soup of planning strategies (SNTs, SERTs, QPRTs, IDGT, GRATs, CRTs).
 

Click here for the Case Study.

Click here for the PowerPoint slides.

Investment
XPX CT Members in good standing are free.
Non-members early-bird through 12/16: $60
After 12/16: $75


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