The Fundamentals: Common and Practical Planning and Gifting Techniques for All Wealth Transfer Advisors
Date & Time
November 7, 2022
Sheraton Waikiki Resort
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Christine and her co-presenter will discuss the benefit of making lifetime gifts under the current, increased exemption levels. The session will explore creative solutions with flexible trust and organizational structures that are relatively easy to understand and administer.
ArentFox Schiff is also a sponsor of the conference.
Additional information here.
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