Wealth Transfer Strategies: Changes and Opportunities

  • Date & Time
    November 3, 2021 11:00 AM - 11:50 AM
  • Location

    The Union League Club, Chicago, IL

  • Event Type
  • Add to Calendar Disabled
Family Wealth Alliance 2021 Fall Forum

Partner Tom Abendroth will present at the Family Wealth Alliance’s 2021 Fall Forum. He and his fellow panelists will discuss wealth transfer strategies in light of possible Congressional changes to the gift, estate, and tax law. The session will provide an update on where things stand now, what they may look like in 2022, and what opportunities exist for advisors to connect with clients in a meaningful way through wealth transfer strategies.


Continue Reading