May 30, 2024 – June 2, 2024
Cleveland, OH
Walter M. McGrail, a Managing Director with Cendrowski Corporate Advisors, recently presented before GGI’s Trust & Estate Planning (TEP) Practice Group at the North American Regional Conference in Cleveland, OH. His presentation – “Recent Estate Tax Experiences from a Tax Accountant’s Viewpoint” – offered a high-level overview of SLATs, CLATs, Preferred Return Freeze outs, Creditor Protection Trusts, S corporation Trusts, Arbitraging Intra-Family Loans, Valuation Considerations, Estate Tax Audits, and Sunsetting Provisions.