Estate Planning Updates for High-Net-Worth Clients

Date: Wednesday, February 2, 2022
Time: 6:00pm - 9:00pm
Location: ZOOM
Speaker: Jamie Watson and Jeffrey Stevens, Attorneys, GVM Law LLP

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ZOOM PRESENTATION

PROGRAM

"Estate Planning Updates for High-Net-Worth Clients"

Date/Time: 6:00 PM   Wednesday,  February 2, 2022  

This presentation will cover some of the objectives in planning for wealthy clients and their families, prevalent irrevocable trust techniques, recent tax court cases affecting planning, and an update on property tax planning under the new 2021 laws.

The speakers are

Jamie Watson and Jeffrey Stevens, Attorneys

with GVM Law LLP

Meeting Sponsor ~ Jack Rabuck

West Coast Financial

 

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