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Kreischer Miller Tax Planning Webinar Series | Estates, Gifts, and Trusts - Finding Comfort in an Uncomfortable Time

Thursday, June 18, 2020 9:00 am - 10:00 am

Thursday, June 18, 2020Year-End Tax Planning in the Shadow of Proposed Tax Reform


Join us for part 5 of this 7-part webinar series where we explore recent tax law changes and important planning considerations for yourself and your organization.

This webinar covers:

  • Current environment and opportunity
  • Estate planning documents
  • Beneficiary designations and titling of assets
  • Exemptions for estate, gift and generation skipping tax
  • Estate planning opportunities


Richard J. Nelson, Director, Tax Strategies

Lisa G. Pileggi, Director-in-Charge, Tax Strategies

Download the slides from the presentation. 

Watch the rebroadcast:

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