New Estate and Gift Taxes on the Way?

June 29 @ 7:00 pm – 10:00 pm (Virtual)
Deirdre R. Wheatley-Liss, Esq., LL.M.
Qualifies as 3 taxation credits.

Changes to estate and gift tax law have been proposed by a number of legislators and the President. While they are still early in the congressional process, the proposals start the clock on planning before year-end to take advantage of the current law before it changes. There is an opportunity to act now before any changes are made to maximize the wealth passing to your family and align prior planning with any new laws.


Out of stock

Speaker Bio:

Deirdre Wheatley-Liss is a Principal at Porzio, Bromberg & Newman, P.C. The core of Ms. Wheatley-Liss’s practice is protecting the wealth her clients have earned and created over a lifetime. With a focus on educating clients, this may include creating wills and trusts, tax planning, advising an executor of an estate, representing a beneficiary in a disputed estate, crafting a long-term care asset protection plan, elder law counseling, special needs planning or guardianships. She is an in-demand speaker on estate planning, elder law and special needs planning and is the author of the book Plan Your Own Estate.

Other Seminars:

Privacy Preference Center