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Sophisticated Transfer Planning Strategies for Business Owners

Thursday, April 30, 2015 3:30 pm

Professional Advisor Event: Sophisticated Transfer Planning Strategies for Business Owners

When: Thursday, April 30, 2015 [Registration at 3:30 p.m. | Presentation at 4:00 p.m.| Cocktails / hors d'oeuvres at 6:00 p.m.]
Where: Duquense Club - Main Room [325 Sixth Avenue, Pittsburgh, PA 15222]

By invitation only

Diana S.C. Zeydel, Shareholder of Greenberg Traurig LLP and National Chair of Trusts and Estates Practice, will discuss the risks and benefits of various cutting-edge estate planning techniques used to transfer wealth at a reduced transfer tax cost. The latest variations on the installment sale to a grantor trust, leveraged GRATs, testamentary CLATs, Split Purchase Trust and the Supercharged Credit Shelter Trust will be analyzed.

Approved for 2 substantive CLE credits (pending), 2 CFP credits, and 2 CPE credits.

Parking is available in the Smithfield/Liberty Garage with direct access to The Duquesne Club from the 6th level. Valet parking is also available.