Other panelists include William K. Moran, Esq. from Bass, Doherty & Finks, P.C., along with Ryan Swartz and Brad Vezina from McLane Middleton. The panel will provide an overview of the most important tax and non-tax issues impacting estate planners and their clients.
The Heckerling Institute on Estate Planning is the leading educational conference for all members of the estate planning team, including attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and nonprofit advisors. This year’s event offered practical guidance on today’s most important tax and non-tax planning issues, including the planning challenges and opportunities presented by tax reform. It also presented valuable insights and innovative ideas for planning effectively in what remains an uncertain and unpredictable political and economic environment.
For more information and to register for the webinar, click here.