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

The discussion will include observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. Covering tax changes here and abroad (as they impact one another), enforcement changes leading to FATCA, changes in access to information, changes in the nature of families and changes in the frequency of intra-family litigation. Rubenstein will also review what changes are likely transitional, which will return to "normal", and what changes are here to stay, and how best to advise 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 Jackie Fuchs-Yahr at jyahr@associated.org or 410-369-4298.

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Planned Giving Round Table with Joshua Rubenstein
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Tuesday, May 16, 2017 at 8:00 AM
 
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