Planned Giving Round Table (PGRT) Event

 

Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change

Presenter: Joshua S. Rubenstein, Esq., National Chair of Trusts and Estates, Katten Muchin Rosenman, LLP

Join Joshua Rubenstein as he discusses his observations on how difficult it has become to practice estate planning and wealth preservation with the rules changing constantly and hear his tips on how to counsel your clients effectively. The presentation will cover tax changes in the U.S. and abroad (as they impact one another), how changes in access to information affect planning, the evolving changes in the nature of families and the frequency of intra-family litigation. Mr. Rubenstein will also review what tax changes are likely transitional, which will return to “normal”, what changes are here to stay, and how best to advise your clients in the meantime.

Tuesday, May 16 | 8:00 a.m.
DLA Piper
6225 Smith Avenue, Baltimore

Cost: $25 in advance | $30 at the door

Questions? Contact Carol Hardiek at chardiek@associated.org or 410-369-9288. 

Registration is now closed. 

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