Advisor Event: Estate Planning for the New Frontier

Adviser Event: Estate Planning for the New Frontier

When: Thursday, November 5, 2015 from 4 to 7 p.m.
Where: Duquesne Club

The Pittsburgh Foundation's Fall Continuing Learning Event for professional advisers will feature Stacy Eastland, Managing Director of Goldman Sachs. It will focus on planning strategies that lower the taxpayer's potential transfer taxes and also reduce the net tax effect a sale of any assets subject to estate planning may have, including: various borrowing, location, disregarded entity, grantor trust, QSST, DSUE, mixing bowl and charitable planning strategies.

The presentation will also explore various strategies that reduce a complex trust's income taxes, indirectly benefit grantor GST trusts with a Roth IRA conversion, and enhance the basis of a surviving spouse's assets.

By invitation only