Webinar Replay: Estate Planning – Managing and Preserving Your Assets

Watch this webinar for a special dual perspective on estate and trust planning co-hosted by PKF O’Connor Davies and Jacobowitz and Gubits. This webinar covers tax and legal aspects of planning for your estate, including the pros and cons of various trust structures.

Webinar Replay Here

Key Topics:
  • New power of attorney rules
  • Medicaid Asset Protection Trusts
  • Estate planning and probate
  • Revocable, irrevocable, grantor and non-grantor trusts
  • Tax-efficient charitable giving
  • Multi-generational planning
  • Portability
Hosts and Featured Speakers:
Bonnie Orr, Partner, PKF O’Connor Davies
Michael Wagner, Partner, Jacobowitz & Gubits, LLP