ATO Trust Speaker Series

Speaker Series – January 25th, 2024

“Don’t Let the Sun Go Down on your Client Estate Plans”

Has it been 8 years already? No, but the estate tax provisions established by the 2017 Tax Cut and Jobs Act are scheduled to sunset soon and now is the time to plan.

 

Speakers:

Nora Gieg Chatha, Esq.
Co-Chair, Fiduciary Services &
Risk Management Group
Chair, Estates & Trusts Group
Tucker | Arensberg

 

Toria Bartlett, CPA
Owner
VRB Tax & Consulting, LLC

 
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