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Estate Planning in 2010 - The Risks and Rewards

Loeb & Loeb LLP and Palisades Hudson Financial Group LLC are proud to co-host an estate and wealth planning seminar: Estate Planning in 2010 - The Risks and Rewards.

Presented by:

  • Laurie Ruckel, Partner, Loeb & Loeb LLP
  • Jonathan Bergman, CFP, Vice President, Palisades Hudson Financial Group LLC

 

Agenda

5:30 - 6:00 PM, Registration
6:00 - 7:00 PM, Program
7:00 PM, Cocktail reception

The repeal of the federal estate tax and generation skipping tax in 2010 provides certain risks to many estate plans. However the current environment also provides many rewarding planning opportunities. Please join us for an evening discussion on the following topics:

  • The current state of the federal estate tax, generation skipping tax and gift tax
  • Why your will may require an immediate modification
  • Planning techniques which take advantage of the current environment providing once-in-a-lifetime opportunities
  • Hypothetical client situations and recommendations