Stay ahead of key developments affecting estate and gift tax planning for business interests, including recent cases, regulatory updates, and new legislation. This session, featuring Lowenstein Private Client Services National Chair Beth Shapiro Kaufman, will highlight timely planning opportunities and strategies to proactively address upcoming tax changes and emerging risks.
Speakers:
- Beth Shapiro Kaufman, Partner; National Chair, Private Client Services, Lowenstein Sandler LLP
- Katie Lynagh, Senior Vice President, Wealth Planner, Chilton Trust, New York
- Benetta Park, Bessemer Trust, Palm Beach
Time: 10 a.m. ET
