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Howard Vigderman to Speak at PICPA’s Personal Financial Planning Conference

November 10 @ 12:25 pm - 2:05 pm

Howard Vigderman is presenting at this year’s PICPA Personal Financial Planning Conference on “Minimizing Transfer Taxes and Preserving Beneficiaries’ Interest with Intergenerational Transfers.”

In this session, Howard will focus on:

  • Estate, generation-skipping, and inheritance tax minimization
  • Preserving a step-up in basis
  • Using trusts to protect beneficiaries from claims
  • Keeping vacation homes and other special assets within the beneficiary class

Details

Date:
November 10
Time:
12:25 pm - 2:05 pm

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