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Teleconference at BankFinancial: The New "Moderately" Wealthy

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BankFinancial

5140 Main Street

Downers Grove, IL 60515

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Join us for a Comlimentary Lunch and Teleconference

Earn 1.5 hours CLE Credit

The New "Moderately Wealthy”: Planning for Clients with Net Worth Under $11 Million

The 2017 Tax Act has shifted the focus of estate planning clients who used to be concerned about minimizing transfer taxes. Within the context of current law, clients with a net worth of under $11 million are more concerned with issues such as the following:

  • Whether trusts are a necessary part of an estate plan
  • Utilizing powers of appointment for income tax and non-tax purposes
  • Minimizing trust level income taxes
  • Ensuring the availability of basis step-up


We hope you will join us at BankFinancial for this complimentary teleconference!

11:30am Check-in and lunch provided
12:00pm Program will begin

Space is LIMITED, so register now!

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Location

BankFinancial

5140 Main Street

Downers Grove, IL 60515

View Map

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