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CFA Society Los Angeles

Loeb & Loeb LLP is proud to announce that Deputy Chair, Trusts & Estates, Danielle Miller spoke during the CFA Society Los Angeles panel “Saving Millions: Estate and Trust Planning” on December 6, 2023. 

From the event website:
Estate planning techniques are essential knowledge for advising high net worth families. Simple estate planning is necessary for all clients, but for clients subject to estate taxes, it is essential to be prepared with solutions. Join us as two estate and trust planning experts share their knowledge and experiences and learn some planning techniques that will empower you to provide incredible value to your clients.