2021 Trusts & Estates: Planning Ahead for You and Your Family - Part III

Join us for Part 3 of our Series: Tax Planning to Preserve and Enhance Long-Term Wealth

There are significant tax considerations and personal consequences when passing wealth from one generation to the next.  Private wealth tax policy can change from administration to administration.  However, structuring your estate plans with long-term strategic goals in mind can make sure you are maximizing wealth preservation for future generations.

Nutter’s Private Client attorneys, Kevin Meuse and Johanna Sullivan, will present on September 22 and address the following questions:

• What are the current federal and state tax policies on wealth transfer?
• What strategies are available to maximize preservation of wealth?
• What are best practices when planning for future generations?

Register below.  If you missed Parts I or II of the series, you can click on the links below to catch up.

• Part I: Why You Need an Estate Plan and Steps to Getting the Right One in Place
• Part II: Management, Alignment and Stewardship of Your Assets Through Trusts