Utilizing a hypothetical scenario, this course during the Mid-Atlantic Fellows Institute examines GST basics as well as more complicated issues in allocating a client’s GST exemption. Lowenstein Private Client Services National Chair Beth Shapiro Kaufman will also discuss common allocation errors and ways to fix them.

Speaker:

Time: 9:45-10:45 a.m. ET

Location: Grand Hyatt Washington, 1000 H St NW, Washington, D.C. 20001

*This event is only open to ACTEC members.