Wealth Transfer Strategies: Changes and Opportunities

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.