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Planning During Turbulent Times

Speaking Engagement | April 26, 2012

This presentation addresses the ever-changing tax, fiduciary administration and estate planning environment.

Topics include:

  • Planning in an uncertain tax climate
  • Planning in uncertain economic times
  • Navigating the new reporting requirements with respect to foreign investments
  • Charitable giving strategies, including in connection with both cash and noncash assets
  • Pressures that divide families and litigation trends and how to deal with them
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