Webinar Replay: Estate Planning and Wealth Transfer Strategies in Today’s Environment

This webinar explores the importance of estate planning and key issues and strategies to consider in today’s environment.

Webinar Replay Here 

Key Topics:

  • Estate planning’s role in your financial plan; wealth transfer, liquidity, and investments
  • How potential estate and gift tax law changes impact your wealth
  • Estate and gift strategies and how to measure their impact on your plan:
    -Inter-Vivos Qualified Terminable Interest Property (QTIP) Trust
    -Spousal Lifetime Access Trusts (SLAT)
    -Grantor Retained Annuity Trusts (GRAT)
    -Charitable Annuity Trusts (CRT)
    -Life Insurance Strategies

Host and Moderator:
PKF O’Connor Davies
Bruce A. Desrosiers, CPA, Tax Partner

Featured Speakers:
PKF O’Connor Davies
Christine G. Pronek, CPA, MST, Partner

Altium Wealth
James Dowling, Managing Director
Scott Tasch, Partner