Fall 2015 Seminar for Professionals: Planning for Clients with under $10 Million Net Worth, Including Portability Considerations
ADL National Office 605 Third Avenue, New YorkWith the introduction of portability, planning for married couples with net worth in the $5–10 million range has reached new heights of complexity. Jonathan Blattmachr will discuss planning techniques for clients in this range that balance the goals of reducing combined estate and GST tax on one hand and maximizing basis in property for income tax purposes on the other, while considering ways to preserve flexibility to choose between the two.
