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Hosted by EBPC Hartford, Inc

Webinar ~ 2022 Selected Heckerling Topics

 
 
There is no charge for Members to attend this webinar.
 
Until we can safely gather again, EBPC Hartford will continue to provide members with quality educational offerings as online webinars. 
 
As we get closer to the event, we will send you the Zoom Log in and tips for joining the webinar.

Wednesday, February 23, 2022
4:00 PM - 5:00 PM

Location

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Agenda

 


Jere Doyle
Senior Vice President, Senior Wealth Strategist
BNY Mellon Wealth Management

Feb 23 2022 4:00PM


2022 Selected Heckerling Topics


Even though the January, 2022 dates for Heckerling have been cancelled, we can still discuss selected topics from the conference’s agenda. Please join Jere Doyle of BNY Mellon Wealth Management for an informative discussion that will include a summary selected issues of importance to estate planners including: the income taxation of partnerships, recent developments, charitable self-dealing rules, gifts to foreign charities, state income taxation of trusts, and private placement life insurance.



Sessions


DateCourse Title/DescriptionStart
Feb 23, 2022 2022 Selected Heckerling Topics Jere Doyle 4:00 P



Registration Fee
Member
Free
 
Non-Member
$25.00