An educational series offered to clients, friends and the community complimentary of Carnegie Investment Counsel .
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Carnegie College: The New Rules of Estate Planning
September 16, 2015 @ 12:00 am - 1:00 pm
Presented by Charles Adler, partner of Schneider, Smeltz, Ranney & LaFond L.L.P. Chuck counsels individuals and families on complex estate, charitable, financial and retirement planning matters; on estate, gift and generation-skipping taxes; and on the organization and operation of private foundations.
Covered in this presentation:
How most affluent families no longer need to worry about federal estate taxes.
The new focus is capital gain taxation.
Rethink your trusts because they may result in higher not lower taxes.
Rethink your gift strategy.
Rethink how you leave your property to your heirs.