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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

  • Summary
  • Podcast and Materials
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.
Access the Podcast

Webinar Handout Materials: Private Client Services - Individual Year-End Tax Planning 

Note: CPE credit is not available for the podcast.