Norfolk & Plymouth Estate and Business Planning Council

 

  • Home
  • NAEPC Webinar: After All That - Lifetime Transfers That Still Work!

NAEPC Webinar: After All That - Lifetime Transfers That Still Work!

  • 01/19/2022
  • 3:00 PM - 4:00 PM
  • Virtual Featuring Louis A. Mezzullo, JD, AEP® (Distinguished)

After All That - Lifetime Transfers That Still Work!

Speaker: Louis A. Mezzullo, JD, AEPĀ® (Distinguished)

Many of our favorite estate planning techniques were threatened with being taken away or dramatically changed.  Where do things stand now, and what do we need to know as estate advisors to our clients?

In this advanced program, Lou Mezzullo will discuss recent tax code changes that affect estate planning. He will offer practical suggestions as to how to deal with the changes. Join us to get expert analysis on the changing landscape in Washington.

Louis A. Mezzullo is of counsel with Withers Bergman LLP, practicing principally in California.  Mezzullo received his J.D. from the University of Richmond Law School, and a B.A. and M.A. from the University of Maryland.  He is a past Chair of the American College of Tax Counsel, Past President of the American College of Trust and Estate Counsel, and a past Chair of the ABA Section of Real Property, Trust and Estate Law.

REGISTER HERE for the individual program. 

To purchase the 2022 webinar series, please click HERE.

Add to My Outlook Calendar

Add to My Google Calendar

See all upcoming and previous webinars

Norfolk & Plymouth Business and Estate Planning Council


617.285.2845

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

Powered by Wild Apricot Membership Software