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- George William Curtis

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Estate Planning and Wealth Transfer Issues Under the New Estate Tax Law

Late spring or early fall

A decade ago, estate planning was all about avoiding probate and finding ways to minimize estate taxes. Now, with the estate tax not starting until a married couple’s assets are over $10 million, the focus has switched to proper wealth transfer strategies. Join us to hear an estate planning attorney and Navigoe Founder Scott Leonard discuss the latest trends in wealth transfer and how adding an administrative trustee can help assist trustees in carrying out trust rules.