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Loeb & Loeb LLP is proud to announce that D.C. Trusts & Estates Practice Leader, Todd Steinberg will be speaking during the PartnersFinancial Advisor Forum from October 22-24, 2023 on the panel “When Gift Tax Exemptions are Too High – Planning for the High Net Worth Client who is simply not ready or able to make completed gifts” on October 23.
From the event website:
The 2023 PartnersFinancial Advisor Forum is an opportunity for you and an invited professional advisor to explore new opportunities to work together and best serve your clients. During the meeting, carrier executives will share their thoughts on the industry, gain insights into economic trends, and Washington DC experts will share insight on what to expect from the upcoming election. Sessions will highlight business and estate planning opportunities and interactive case study discussions with your peers.
For more information, including how to register, please visit the event website.
From the event website:
The 2023 PartnersFinancial Advisor Forum is an opportunity for you and an invited professional advisor to explore new opportunities to work together and best serve your clients. During the meeting, carrier executives will share their thoughts on the industry, gain insights into economic trends, and Washington DC experts will share insight on what to expect from the upcoming election. Sessions will highlight business and estate planning opportunities and interactive case study discussions with your peers.
For more information, including how to register, please visit the event website.
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D.C. Trusts & Estates Practice Leader