Main content
Innovative Gift and Estate Tax Planning in These Uncertain Times - Breakfast Briefing 11/03/11October 06, 2011
At our next Breakfast Briefing, Scott and Lou Geneva will discuss how the December 2010 federal tax law changes, the July 2011 Ohio estate tax law changes, and the general uncertainty of the tax law have forced estate planners to revisit their clients' plans. They will give concrete examples of ways to take advantage of the current transfer tax laws.
Jeff Wasserman, Senior Vice President & Director of Specialty Life at Oswald Companies, will offer critical advice on employing flexible life insurance strategies to leverage your current estate planning gifts.
With the year-end fast approaching, we encourage you to join us at the Hilton Cleveland East (3663 Park East Drive, 44122) on November 3rd, 2011 from 7:30 - 9:30 am for this breakfast seminar, and learn how you can effectively use the new laws to your benefit.
Kindly RSVP to Sara Cox at scox@meyersroman.com.
