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The Wealth Advisory Group's Taxation and Advisory Services Breakfast

Loeb & Loeb partner Laurie Ruckel will present at The Wealth Advisory Group's Taxation and Advisory Services CLE seminar. 

Agenda Highlight

Estate Planning Update, featuring Loeb partner Laurie Ruckel.

  • Taxation of Estates-Exemptions & Credits
  • Estate Planning in a low interest rate environment (GRATs, Sales to Defective Grantor Trusts, Charitable Trusts)