Recent Developments in Estate Planning from the 2023 Heckerling Institute on Estate Planning
We are pleased to announce that our next dinner meeting will be held on Wednesday, February 15, 2023, at The Waters Edge at Giovanni’s in Darien. We will kick off the meeting with cocktails and networking from 5:45pm to 6:30pm, followed by dinner and a presentation by Steven Lavner, Managing Director, Wealth Strategies, Bank of America, on Recent Developments in Estate Planning from the 2023 Heckerling Institute on Estate Planning.
Steven Lavner, a Managing Director and a Wealth Strategies Advisor for the Chief Investment Office (CIO) within Bank of America, will share highlights of the recent Heckerling Institute conference, including:
- Transfer Tax Exemptions and Rates
- Simplified Extension of Time to Elect Portability
- Proposed Anti-Abuse Clawback Regulations
- Valuation: Formula Gifts and Sales
- Abuse of Substance in Transfer Tax Transactions
- FLP/LLC 2036 Planning
Guest Attendees: The guest fee is $85 and guest attendance by a professional colleague is limited to two dinner meetings or breakfast webinars within a two-year period. Eligible guests and professionals that work and/or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Travis L. Hood, CPA/PFS, our First Vice President, Membership, at 203-327-5717or Travis@kahansteiger.com.
Please reserve a place for yourself and your guest(s) by completing and returning the tear sheet below no later than Wednesday, February 8th. *In an effort to reduce no-shows, please let us know by February 13th if you (or your guest) need to cancel.
Please click on the document link below for speaker bio and registration details.
This dinner program is proudly sponsored by Bank of America.
