Lewis Rice Estate Planning Seminar: Advanced Estate Planning Techniques for 2016 and Beyond

On Tuesday, September 27, 2016, the Lewis Rice Estate Planning Department spoke on advanced estate planning issues and techniques at the Ritz-Carlton St. Louis. Topics included:

  • Proposed regulations under 2704
  • Selling an interest in a pass-through operating business: design, cash-flow, and other considerations
  • Charitable planning
  • Modifying irrevocable trusts

To download a PDF of the presentation materials, click under "Resources" below.