This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #2348.
The 41st Annual Notre Dame Tax and Estate Planning Institute was held on September 17th and 18th at the Century Center in South Bend, Indiana.
In addition to estate planning topics for high net worth individuals, this year’s Institute featured sessions on income tax planning techniques providing immediate tax benefits that need not wait until one’s death. Topics that relate to each other were clustered together so that each presentation built upon what was presented the hour before.
Over the course of many years, LISI has been delighted to provide members with Martin Shenkman’s notes from the proceedings at the Heckerling Institute on Estate Planning. Martin was a speaker at the Notre Dame Tax and Estate Planning Institute and has graciously agreed to share his amazing meeting notes from the sessions with LISI members.
To read the full article, click here.
No related posts.