Beneficiary Considerations

July 13, 2022
2:00 pm - 3:00 pm

We spend our lifetimes building wealth, and understanding how it will be distributed to our beneficiaries is important to our legacies and our beneficiaries. In this seminar, you will learn more about how the acceleration of income taxation will impact both individual and trust beneficiaries, address a new class of beneficiaries, and discuss exceptions to the new rules. Click here to register.