September Event--Advanced Gifting in 2021 and Beyond

Date: Thursday, September 16, 2021
Time: 3:00pm - 4:30pm
Location: Zoom
Speaker: Kelly Pelletier & Griffin Leschefske

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September Event

Zoom presentation by

Kelly Pelletier & Griffin Leschefske

Thursday, September 16, 2021

3:00 – 4:30 PM

Topic: Advanced Gifting in 2021 and Beyond

Please join industry experts, Kelly Pelletier and Griffin Leschefske, as they discuss advanced gifting options for high-net-worth clients to consider in light of the current gift, estate, generation-skipping and income tax environment in which we live.  Kelly and Griff will walk through a set of hypothetical examples, illustrating the multitude of strategies available. They will also examine how important considerations like age, control, family structure and type of assets held factor into the analysis for which gifting strategy may ultimately prove most successful. 

ZOOM MEETING DETAILS WILL BE PROVIDED TO REGISTRANTS ON WEDNESDAY SEPTEMBER 15TH

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