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Intersection of Estate and Income Tax - Manchester

Win-Win Strategies to Increase the Net, Net Estate

The Tax Cuts and Jobs Act of 2017 now provides a planning environment allowing taxpayers to take advantage of several exciting business succession, estate and income tax planning strategies to maximize wealth transfer by minimizing tax burdens.

Topics will include discussions regarding the tax basis management, pros and cons of grantor and non-grantor trusts, avoiding the 3.8 % net investment income tax, charitable planning, obtaining the new Section 199A deduction in an estate or trust, and fixing broken or obsolete estate plans.

Please join us for this cutting edge discussion.

Agenda
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.

Cost
This event is being offered as a free education session.

Location
McLane Middleton
900 Elm Street, 10th Floor
Manchester, NH 03101

About the Presenters


Christopher R. Paul
Director, McLane Middleton

Chris is a director and vice chair of the Trusts and Estates Department. He concentrates his practice on trust, estate, income, and transfer tax planning for families and individuals including advising clients in business succession planning, wealth preservation, asset protection, and charitable giving. Chris also represents fiduciaries and beneficiaries in trust and estate administration.

Chris enjoyed a distinguished career in senior management with a variety of businesses both here and abroad and has extensive experience leading organizations in the manufacturing, wholesale distribution, specialty chemical and construction equipment industries.


Audrey G. Young
Of Counsel, McLane Middleton

Audrey Young is Of Counsel with the Trusts & Estates Group at McLane Middleton. She concentrates her practice on estate planning, representing business owners, family offices and corporate fiduciaries. She counsels business owners on tax, retirement and succession planning as well as trust and estate administration. Audrey also works with foundations and other charitable organizations on tax and administration matters. Audrey formerly worked as the Washington National Tax Director for private client services at an international accounting firm and at an AM 100 law firm.

A frequent lecturer and author on a variety of estate planning and trust administration topics, Audrey has spoken at dozens of estate planning and tax conferences and seminars. Her articles have appeared in several estate planning magazines and tax journals. One of her articles was cited by the United States Supreme Court in 2014.

Integrity and trust

At McLane Middleton we establish and maintain long-standing relationships with our clients to help us better achieve their unique goals over time. This approach to building trust requires that our esteemed lawyers and professionals use their broad, in-depth knowledge and work together with integrity to ascertain sound resolutions to legal matters for their clients.

Strength in numbers

McLane Middleton is made up of more than 105 attorneys who represent a broad range of clients throughout the region, delivering customized solutions. As a firm we are recognized as having the highest legal ability rating. The firm is rated Preeminent by Martindale Hubbell and is recognized as one of the nation's leading law firms in Chambers USA. Our attorneys are distinguished leaders in their respective practice areas.

Meet Our People

Commitment and collaboration

McLane Middleton's versatile group of attorneys and paralegals become trusted authorities on each case through collaboration. We work with our clients to learn their individual needs first and foremost and, together, we develop comprehensive solutions to their specific legal matters. This approach helps us exceed our clients' expectations efficiently and effectively, client by client, case by case.

Practice Areas

A history of excellence

McLane Middleton was established in 1919 in New Hampshire, and has five offices across two states. However, deep historical roots don't allow you to become innate. Our firm is organized, technological, and knowledgeable. Our history means we are recognized. But our reputation is built on the highest quality of service and experience in very specific areas of law.

The Firm

Intelligence paired with action

Our team continuously seeks opportunities to enhance their professional development and put key learnings to action. The pursuit of further insight guides us to volunteer service opportunities, speaking engagements, and teaching roles. Our lawyers are sought after thought leaders across their industries, and recipients of leadership awards throughout the region.