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What's New at Phillips Nizer LLP

Monika Jain to Co-Present Webinar on Estate, Trust and Tax Planning

"Estate Planning Involving Resident and Non-Resident Aliens: Navigating Estate, Gift and GST Tax Rules and Leveraging Estate and Lifetime Gifting Opportunities" will feature Trusts & Estates and Tax Department Counsel, Monika Jain.  This Strafford Publishing CLE Webinar geared to estate, trust, tax and financial planning wealth practitioners will be conducted on Thursday, September 20, 2012.

Four distinct areas will be covered:

  • Estate, gift and generation-skipping transfer tax rules applicable to aliens
  • Sample estate planning scenarios
  • Potential trouble spots
  • Potential opportunities

Ms. Jain and her co-presenter will focus on key issues that arise in estate planning for resident and non-resident aliens, including relevant tax rules and potential estate planning pitfalls and opportunities. The panel will discuss hypothetical estate planning scenarios for both groups.

For further details regarding this CLE program and to register, please follow this link: