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Webinar: Changes on the Horizon? Estate Planning Strategies in the Current Economic, Political, and Tax Environment

On October 20, 2020, McLane Middleton attorneys Ryan J. Swartz, Bradford N. Vezina, and Audrey G. Young will present a webinar to discuss estate planning opportunities in the current economic, political and tax environment. 

Federal estate, gift, and generation skipping transfer tax exemptions are the highest in history, but are slated to significantly decrease in 2026, if not sooner depending on the outcome of the upcoming presidential and congressional elections. Interest rates are currently at historic lows. These factors make certain estate planning strategies, including spousal lifetime access trusts (SLATs), grantor retained annuity trusts (GRATs), and intra-family loans highly effective for the tax-efficient transfer of wealth. 

Please join us for a discussion of some essential planning opportunities available under current law—opportunities that may be diminished, curtailed, or unavailable following the election.

Program
Webinar - 12:00 p.m. to 1:00 p.m.

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

Location
Webinar

About the Presenters

Panelists


Ryan J. Swartz
Director, McLane Middleton

Ryan advises individuals and families regarding various estate planning matters, including estate, gift, income and generation skipping transfer tax strategies. He advises fiduciaries in conservatorship, probate and trust administration matters. Ryan also counsels individuals and business owners regarding business succession planning and various asset protection techniques, including limited liability companies, asset protection trusts, and irrevocable Medicaid trusts.

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Bradford N. Vezina
Director, McLane Middleton

Brad focuses his practice on designing, developing and implementing comprehensive estate plans for individuals and families across the economic spectrum. As a Director in the firm's Trusts and Estates Department, Brad advises clients in a wide range of sophisticated wealth transfer and tax planning strategies. Brad represents clients in probate court matters including estate settlement, guardianship and conservatorship proceedings, and adoptions. He also counsels individual and corporate trustees regarding their fiduciary duties during the administration of trusts.


Audrey G. Young
Of Counsel, McLane Middleton

Audrey 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.

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.