20
Apr
XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned
April
20
Friday

Event Information

Date & Time

Fri, Apr 20th, 2018
7:30am - 9:30am (EDT)

Location

The Shore and Country Club, 220 Gregory Boulevard, Norwalk

Status

XPX Registration Closed

Price

CT and Tri-State Members $0.00
First Time Guest $0.00
Non-members (after 4/18) $75.00
Non-members Early Bird (through 4/18) $60.00
XPX Members from other XPX Chapters (after 4/18) $52.50
XPX Members from other XPX Chapters Early Bird (through 4/18) $42.00

Susan Ylitalo of Day Pitney, Ron Hegt of Citrin Cooperman and Michael Clear of Wiggin and Dana and will lead a discussion covering both fundamental and advanced US income and estate planning strategies for our business owner clients. They will outline how Jim Murphy and his brother, the owners of Murphy’s Metal Manufacturing, LLC (our 2017-2018 case study business), can use various strategies to facilitate business succession, reduce income, gift, and estate tax liabilities, and address family concerns. The discussion will review some of the more common income and estate planning strategies, including including use of valuation discounts, IDGTs, GRATs, and CRTs.

Click here for the Case Study.


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