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.
Registration/Networking - 7:30 a.m.
Program - 8:00 to 9:00 a.m.
This event is being offered as a free education session.
900 Elm Street, 10th Floor
Manchester, NH 03101
About the Presenters
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 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.