2020 Trust and Estate Update
Overview
Don’t miss this perennial Family Office Forum classic. It doesn’t take a crystal ball to know 2020 will usher in tax and estate planning change. The pandemic has disrupted the economy and interest rates, offering new opportunities for wealth transfer planning. Learn what you can do now and should do by the end of the year.
Mark Harder, Partner, Warner Norcross & Judd LLP
Jamie Sanders, Partner, Tax, Private Client Services, RSM
Insights and Key Takeaways
With the election coming up in November and year-end following – then couple that with a pandemic that has completely disrupted the economy and interest rates – we can be certain tax and estate planning changes are coming.