NOTHING IS CERTAIN EXCEPT DEATH and TAXES! What Biden’s Tax Plan Entails - How to Plan in the Midst of Uncertainty

NOTHING IS CERTAIN EXCEPT DEATH and TAXES!

What Biden’s Tax Plan Entails - How to Plan in the Midst of Uncertainty

TUESDAY, JUNE 22, 2021

12 Noon – 1:30 PM

No Charge - Zoom CLE – 1.5 NY Professional Practice, Transitional and Non-Transitional CLE. 

This Chapter is an accredited NY CLE Provider which CLE is accepted by NJ, CT and many other states that accept NY CLE.

To register email: lee.cushman@accglobal.com.  Please feel free to share!

With Chapter Sponsor Firm VERRILL

Among Topics to be covered:

• Proposed Tax Changes:
• • What Are They & Will They Become Law ?
  • How Would They Impact Your Estate Plan?
• Current Estate and Gift Tax Laws
• • Federal and State  (NY, CT, MA)
• Core Estate Planning Documents
• • Wills, Revocable Living Trusts, Health Care Directives, Powers of Attorney
• Assets:
• • Protecting Your Assets:  Advantaged Estate Planning and Strategies
  • Staying Out of Probate (especially in NY)
  • Business Interests: Planning Strategies, i.e., Closely Held Business Interests
  • Unusual Assets: i.e. Pets, Personal Items etc.

Presented by Verrill Partners

Anya F. Endsley, Private Clients & Fiduciary Services
Regina M. Flaherty, Private Clients, Business & Real Estate Law
Cheryl L. Johnson, Business & Tax Law

Moderator

Eric Cohen, EVP & Corporate Secretary (General Counsel) of tsu Inc. (d/b/a Display Social) Formerly SVP, Secretary & General Counsel of Terex Corporation

Questions and/or to register - email:   lee.cushman@accglobal.com