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Event Details
Family Business Estate Planning: Opportunities, Strategies, and Timing
For family businesses, estate planning is just as important as succession planning and it’s never too early to address either topic. But if certain regulatory provisions are not extended, next year might be too late to implement your strategy. Join us for an interactive discussion on:
- Current estate tax rules
- Potential future legislation
- The effective use of different trusts
- Efficient tax strategies
Speaker: Ira Herman, CPA, Partner, and Trust and Estate Practice Director, CohnReznick
Questions? Contact Mark Soycher (mark.soycher@cbia.com; 860.244.1138) or Lise Cliche (registrar@cbia.com; 860.244.1977).
CBIA Family Business Program Sponsors: CohnReznick, First Niagara, Reid & Riege PC
Tune to WFSB Channel 3 or WTIC 1080 for cancellations due to inclement weather.
When & Where
Crowne Plaza
100 Berlin Road
Cromwell
Monday, November 12, 2012 from 8:00 AM to 10:00 AM (EST)
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