Estate Planning and the Role of the Investment and Wealth Advisor

IMCA 2015 Winter Institute
December 3, 2015
Fairmont Scottsdale Princess
7575 East Princess Drive
Scottsdale, AZ 85255
Attorney Christopher Boyett will update attendees on the current changes in tax law that will affect estate-planning for affluent clients. He will present two case studies, one addressing issues for affluent families in the $10–$30-million range and the other for affluent clients in the $80-million-plus range. Using these case studies, advisors will learn estate-planning strategies to better serve their clients.

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