Estate Planning Course
This is a detailed seminar on various estate planning techniques, with an emphasis on avoiding gift and estate taxes, avoiding probate and maximizing lifetime wealth. It will be an in-depth review of federal and state tax laws, wills, trusts, living wills and trusts, and coodination of retirement and life insurance with estate planning. Case studies will be included and class participation is encouraged.
The course will run 3 consecutive Wednesdays from 7:00 – 9:00 p.m starting on April 23 - May 7.
Attorney Mark Haranzo, is a partner in the Trusts and Estates Department of Wiggin & Dana LLP, a law firm located in Stamford where he specializes in representing high worth individuals, their families and foundations. He has lectured extensively and co-authored Harris' 5th Edition, New York Estates, a three-volume guide by West.
The Trusts & Estates Department at Wiggin & Dana offers individuals a full range of sophisticated estate planning and administration services, including drafting of wills, trusts, and marital agreements, probate and estate settlement services, trust administration and tax return preparation.