Webinar Replay: Estate Planning – Managing and Preserving Your Assets

Watch this webinar for a special dual perspective on estate and trust planning co-hosted by PKF O’Connor Davies and Jacobowitz and Gubits. This webinar covers tax and legal aspects of planning for your estate, including the pros and cons of various trust structures.

• 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