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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