Back to All Events

ALI-CLE Webinar

Richard will participate in an ALI-CLE webinar program, discussing estate planning in a world with portability.  With portability's permanence now established, this program will challenge existing by-pass trust planning solutions and explore how better estate and income tax results (even for the uber wealthy) can be attained with portability.  The program will include a discussion of the benefits and risks of using portability in second marriages and blended families.

Earlier Event: June 16
Wilmington Tax Group Meeting
Later Event: September 18
Florida Fellows Institute