This session will provide updates for the Private Client Services practice area, including updates relevant to trust, estate, gift tax planning, and individual income taxation. Included will be a discussion of any significant legislative, judicial, or administrative developments.
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Tax Year-End Update Part 2: Private Client Services Individual Year-End Tax Planning

December 12, 2017
2:00 PM to 3:30 PM EST

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Heather Timmerman
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  • Summary
This session will provide updates for the Private Client Services practice area, including updates relevant to trust, estate, gift tax planning, and individual income taxation. Included will be a discussion of any significant legislative, judicial, or administrative developments. The session will include a discussion of selected topics, including life insurance, post-mortem planning, other estate planning - including grantor retained annuity trusts and family partnerships - and charitable planning.