Council Meeting: Core EP for Bottom 99%, James Kane, Chamberlain Hrdlicka

  • 03/25/2014
  • 5:15 PM - 7:00 PM
  • The Georgian Club


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March 2014 EPCNGA Meeting


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Date: Tuesday, March 25, 2014

Location: The Georgian Club 

Time: 5:15 – 7:00 pm


Cost: FREE to members / $40 Non-members & Guests


SPEAKER: James Kane, Chamberlain Hrdlicka

"Core Estate Planning for the Bottom 99% 'Poor' Group of Clients"

Income tax planning as part of a core estate plan for the bottom 99% "poor" group of clients is now the game.  In early 2013 Congress essentially converted our federal death tax into an income tax system.  The result is that the bottom 99% of "poor" estates that will pay no estate tax now face substantially increased income tax exposure and the tried-and-true A-B trust plan is now inadequate.  Find out how to best advise your clients that fall within this group.    

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