Date: May 22, 2024
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Estate, Gift & Trust Conference 

Updates and strategies to help safeguard value in today’s market. 


2023 Conference featured updates on:

  • Recent Developments and Strategies in Estate Planning
  • Secure Act 2.0
  • Love and Marriage … and Estate Planning
  • Education Dynasty Trusts: A GST and 529 Cocktail
  • L3C: Social Enterprise’s Powerful Capital Formation and Governance Tool
  • Fiduciary Income Tax: Identifying Planning Opportunities and Avoiding Traps

All program information is subject to change. I acknowledge that my in-person attendance is voluntary, and I waive and release ICPAS from any liability arising from the contraction of communicable diseases.