Please note - this purchase is for a digital download of
the Learn Online Materials, including online viewing / download of the
video presentation.
Description:
This program will provide
an introduction to the estate, gift and generation-skipping transfer taxes. Our
speakers will describe the key components of each tax, explain how the taxes
relate to one another, and provide context for how each tax is relevant for
purposes of preparing an estate plan. This program is particularly relevant for
new estate planners.
After this seminar, attendees will have a general understanding of the
transfer tax system, and how such taxes relate to creating estate
plans.
Speakers:
Susan A. Robb
First
Republic Trust Company
Danielle Greene
Boston Private
Bank & Trust Co.
Heidi A
Seely
Moderator
Rackemann, Sawyer &
Brewster