Rapid changes in technology are challenging an estate planner’s ability to keep pace with them. At the NYU School of Professional Studies Tax Conferences in July, Kyle Durante and Haley Bybee’s presentation on July 16 will cover federal and state legislation and case law for estate planning with digital assets and a fiduciary’s access and distribution of a decedent’s digital assets. They will also share planning techniques and best practices to ensure a client’s wishes are satisfied and the smooth administration of an estate with digital assets. Learn more: bit.ly/4bLwvdm #digitalassets #estateplanning #trustsandestates #estateplanner
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Rapid changes in technology are challenging an estate planner’s ability to keep pace with them. At the NYU School of Professional Studies Tax Conferences in July, Kyle Durante and Haley Bybee’s presentation on July 16 will cover federal and state legislation and case law for estate planning with digital assets and a fiduciary’s access and distribution of a decedent’s digital assets. They will also share planning techniques and best practices to ensure a client’s wishes are satisfied and the smooth administration of an estate with digital assets. Learn more: bit.ly/4bLwvdm #digitalassets #estateplanning #trustsandestates #estateplanner
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Join us on June 26th at 12:00pm CST for an insightful webinar with tax and private wealth services attorney, John Bunge from Holland & Knight LLP's Nashville office. Discover the potential impacts of estate planning laws expiring in 2025 and gain strategies to adapt your plan to maximize its effectiveness under the new regulations. Click the link below to secure your spot! Know someone who may be interested in this webinar? Send this post to a friend or peer who may find value in this topic, or repost this to your network. 🔗: https://bit.ly/4dZVuMb #EstatePlanning #Webinar #TaxLaw #WealthManagement
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You've likely heard about the changes to estate planning laws expected to take effect in 2026, barring congressional action. You may be wondering what these changes mean for you, and how they will impact what you leave behind. Join our complimentary webinar on June 26th at 12:00 pm CST where we'll discuss the potential impacts of these changes on your estate plan with John Bunge, tax and private wealth services attorney with Holland & Knight LLP. The link to register is below. Know someone who may be interested in this webinar? Feel free to send this post to a spouse, child, or peer who may find value in this topic, or repost this to your network. Spreading knowledge can be just as valuable as acquiring it. I hope to see you there! Register here: https://bit.ly/4dZVuMb Raymond James is not affiliated with and does not endorse the opinions or services of John Bunge. #EstatePlanning #Webinar #TaxLaw #WealthManagement
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Law changes have created incredible estate planning opportunities for savvy Americans. However, the massive changes may have made many estate strategies outdated. Learn more by reading our free guide here: https://loom.ly/7xgHg2s #EstatePlanning #EstatePlanningLaws #FinancialPlanning
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Mastering local real estate laws and regulations is paramount for successful investments. From zoning to restrictions, understanding these intricacies safeguards interests and ensures compliance. Thorough research into property history and potential legal issues like liens mitigates risks and preserves property value. Crafting clear, legally binding agreements fosters understanding and upholds investor rights. Awareness of tax implications and benefits, from property taxes to deductions, optimizes profitability. Finally, consulting with a seasoned real estate attorney offers tailored guidance, navigating complexities and ensuring compliance, ultimately safeguarding investments effectively. #realestatelawyer #PropertyDisputes #LegalGuidance #LawFirmAdvice
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Learn how to navigate recent regulatory changes, government guidance, and the latest case law updates in estate, gift, and trust planning developments. Register now for our Family Office Fridays #TaxWatch webcast on May 17. #familyofficefridays #privateenterprise #kpmgtax
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Learn how to navigate recent regulatory changes, government guidance, and the latest case law updates in estate, gift, and trust planning developments. Register now for our Family Office Fridays #TaxWatch webcast on May 17. #familyofficefridays #privateenterprise #kpmgtax
Family Office Fridays: Insights on Emerging Estate Planning Topics
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Learn how to navigate recent regulatory changes, government guidance, and the latest case law updates in estate, gift, and trust planning developments. Register now for our Family Office Fridays #TaxWatch webcast on May 17. #familyofficefridays #privateenterprise #kpmgtax
Family Office Fridays: Insights on Emerging Estate Planning Topics
-
Learn how to navigate recent regulatory changes, government guidance, and the latest case law updates in estate, gift, and trust planning developments. Register now for our Family Office Fridays #TaxWatch webcast on May 17. #familyofficefridays #privateenterprise #kpmgtax
Family Office Fridays: Insights on Emerging Estate Planning Topics
-
Learn how to navigate recent regulatory changes, government guidance, and the latest case law updates in estate, gift, and trust planning developments. Register now for our Family Office Fridays #TaxWatch webcast on May 17. #familyofficefridays #privateenterprise #kpmgtax
Family Office Fridays: Insights on Emerging Estate Planning Topics
