Join us for a special dual perspective on estate and trust planning co-hosted by PKF O’Connor Davies and Jacobowitz and Gubits. This webinar will cover tax and legal aspects of planning for your estate, including the pros and cons of various trust structures.
Key Topics:
- New power of attorney rules
- Medicaid Asset Protection Trusts
- Estate planning and probate
- Revocable, irrevocable, grantor and non-grantor trusts
- Tax-efficient charitable giving
- Multi-generational planning
- Portability
Who Should Attend:
Late-career professionals and retirees
Hosts and Featured Speakers:
Bonnie Orr, CPA, Partner, PKF O’Connor DaviesMichael Wagner, Esq., Partner, Jacobowitz and Gubits