2008 Spring Estate Planning Seminars
After you have a basic estate plan in place, your heirs may still face significant taxes. We will also explore sophisticated estate planning techniques. Topics will include personal residence trusts, generation-skipping planning, grantor retained annuity trusts, retirement planning, intentionally defective grantor trusts and charitable gift planning.
Recent changes to the estate and gift tax laws, and further proposed tax law changes, highlight the need for flexible estate plans that adapt to changing circumstances. This seminar will include a review of the tax changes and recommend strategies for effectively addressing these challenges.
Seminars will be offered at 4:00 pm and 7:00 pm at all locations. Each seminar is one and one-half hours and free of charge. Refreshments will be served.
Registration by phone 203.498.4371, email [email protected]
Seminar Locations and Dates:
Thursday, May 1
The Inn at Longshore, Westport
Wednesday, May 7
Indian Harbor Yacht Club, Greenwich
Thursday, May 8
Roger Sherman Inn, New Canaan
Wednesday, May 14 - CANCELLED
Oak Lane Country Club, Woodbridge
Thursday, May 15
Pine Orchard Yacht Club, Branford
One Session at 5:30 pm