We invite you to join us for an overview of current popular techniques for taking advantage of the high gift/generation-skipping tax (GST) exemptions. Our specialists will share their view of the current landscape and review planning opportunities.
Key Topics:
- Current landscape
- Popular planning vehicles
- Planning opportunities with GST exemption
Who Should Attend:
Individuals interested in taking advantage of the current $12,060,000 gift/GST exemption to transfer wealth.
Moderator:
Joseph Parmegiani, JD, CPA, Senior Manager, Trust and Estate
Featured Speakers:
Christine G. Pronek, CPA, MST, Partner, Trust and Estate
Bhakti Shah, JD, CPA, Partner, Trust and Estate
David Silversmith, CPA, Senior Manager, Trust and Estate