516-227-0700

CPE Seminar: Battle of the Champions: GRAT v. IDGT

calendar icon May 9, 2012

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Marcum LLP

10 Melville Park Rd, Melville, NY 11747

Intended Audience: Accounts/Financial professionals

clock icon6:00pm - 8:30pm

dollar sign icon15.00

Contact Info:
Perry A. Shulman, CPA
Phone: 516-593-8080
Email: p.shulman@pascpa.com

The Estate and Personal Financial Planning Committee and the Taxation Committee of the NYSSCPA, Nassau Chapter will host a presentation entitled, “Battle of the Champions: GRAT v. IDGT”. The featured speakers will be Jed C. Albert and Jordan S. Linn, trusts and estates attorneys at Farrell Fritz.

In the current estate and income tax environment, these popular techniques are often misunderstood. Hear the latest and decide for yourself if one is a winner. Mr. Albert and Mr. Linn will present the contrast and when to use either or both of these powerful techniques.

The presentation is designed for financial professionals who have an intermediate knowledge of estate and financial planning.

The objective is to update participants on current developments in estate and financial planning.

CPE Credits: 2 Taxation

There is no fee to attend the CPE seminar only.