Joseph (Jay) B. Darby III
We handle all tax matters, from the common to the most complex.
(617) 286-6553
100 High Street
Suite 2601
Boston, MA 02110
LIVE IN-PERSON PRESENTATION Must-Know Strategies in Estate Planning 2023
Tue, May 16
|Conference Center:100 High st 11th Floor
This IN-PERSON LIVE seminar will offer a sophisticated and timely update on the latest trends in gift, estate and wealth planning.
Time & Location
May 16, 2023, 4:00 PM – 5:40 PM EDT
Conference Center:100 High st 11th Floor, 100 High St, Boston, MA 02110, USA
About the Event
This IN-PERSON Seminar will offer a sophisticated and timely review of the latest trends in gift, estate, and wealth planning, including key subjects prominently featured at the 2023 Hecklering Institute as well as a variety of other important developments, trends, cases, and rulings that you MUST KNOW to bring yourself fully up to speed.
Come join us for a compelling discussion by our world-class group of panelists and get yourself fully up to speed on the latest trends and strategies in estate, gift, and wealth planning for 2023 and beyond.
Jay Darby will be joined by:
Judith A. Saxe J.D., AEP®, CAP®, Managing Director, Director of Research and Education for Wealth Strategies, and Senior Wealth Strategist at CIBC Private Wealth Management US
Jere Doyle Esq., Estate Planning Strategist and Senior Vice President at BNY Mellon
Heidi A. Seely Boston Estate Planning Attorney at Day Pitney LLC
Check out this event at Joseph Darby Law:
https://www.josephdarbylaw.com/event-details/live-presentation-tax-briefing-must-know-strategies-in-estate-planning-2023
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