New Era in Estate Planning
The “New Era in Estate Planning” was presented at the JCF Professional Development Seminar, in June 2015.
Abstract
“Changes to the Taxation of Estates, Testamentary Trusts and Life Interest Trusts.
New rules effective 2016 will affect all those involved in estate planning, whether as financial advisors, tax advisors, or will preparers, as well as those acting as liquidators, trustees and advisors to trusts and estates.”