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Avoiding Oops! in Your Estate Planning

  • Broadcast in Business
The Art of the CEO

The Art of the CEO


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Forget all the tried and true tactics of estate planning your advisors formerly told you.  Under the new laws, these practices could be slitting your fiscal throat.  Host Bart Jackson invites Martin Shenkman, CPA, attorney, and one of the nation’s most sought after estate planners to explain how new legislation means new estate strategies.  Are you one of those who have undervalued your firm for tax reasons or annually divested stock to your heirs?  OOPS!