Webinar
April - May
On April 28, 2020, Jordan Weitberg and Benjamin Akselrad presented to a group of bank trust officers via webinar. Their presentation discussed:
- Due diligence considerations when onboarding new clients for whom GST transfer may be applicable
- Planning considerations for existing and new clients with GST implications
- Investment policy considerations for GST transfer strategies
- A broad overview of the history of the tax, its current structure and definitions
- A review of Dynasty trusts, grandfathered GST trusts and other potential GST scenarios
Jordan and Benjamin presented on this topic to two other groups during the month of May.
- May 5, 2020 - presented to bank trust officers
- May 27, 2020 - presented to fiduciary advisors and planner