Planning for Large Estates

Explore key strategies for handling large estates, including tax-efficient planning, trust structures, liquidity management, and compliance with current estate and gift tax laws. Gain practical guidance to help clients preserve and transfer wealth effectively.
Originally presented as part of Elder Law Short Course 2025.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9007-25R-07B

$65.00 or 1.00 credits

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Expires 9/1/2027

Explore key strategies for handling large estates, including tax-efficient planning, trust structures, liquidity management, and compliance with current estate and gift tax laws. Gain practical guidance to help clients preserve and transfer wealth effectively.
Tiffany Carmona, JP Morgan Private Bank, Chicago
Elizabeth A. Garlovsky, Harrison LLP, Chicago

Overview
Specifications

Expires 9/1/2027

Explore key strategies for handling large estates, including tax-efficient planning, trust structures, liquidity management, and compliance with current estate and gift tax laws. Gain practical guidance to help clients preserve and transfer wealth effectively.
Tiffany Carmona, JP Morgan Private Bank, Chicago
Elizabeth A. Garlovsky, Harrison LLP, Chicago

Products specifications

Category	Elder Law
Program Date	09/19/25

Products specifications

Category	Elder Law
Program Date	09/19/25

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