Edwin P. Morrow III, J.D., LL.M., MBA, CFP®, CM&AA® Kelleher + Holland, LLC
Monica J. Gurgiolo, J.D., CPA Kelleher + Holland, LLC
The current political landscape has the potential to drastically affect estate planning options. Monica and Ed from Kelleher + Holland, LLC will provide an overview of recent case law, basic exemption formula planning, and grantor trust income taxation concepts, equipping you with essential knowledge for navigating these changes. You will also learn how advanced techniques like upstream optimal basis increase planning and Beneficiary Income Accumulation Trusts (BIAT®) provisions can maximize benefits before new laws take effect. Don't pass up this chance to stay ahead of evolving tax policies by joining us on Tuesday, November 19. The meeting will be held in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building at 2800 W. Higgins Road, Hoffman Estates.
Program Schedule
RegistrationRegistration closes on Friday, November 15. An email with a link to download the handout will be sent before the meeting.
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