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Description
The
presentation will cover the following:
Advising
Clients on Lifetime Gifting in 2012
Advantages
and Drawbacks of Substantial Lifetime Gifts
Ideas
for Using Exemption
GST
Tax Issues in 2012
A
Look Ahead to 2013
Speakers
Jay
M. Pabian and Sarah M. Allen
Pabian
& Russell, LLC
Jay M. Pabian, is a
managing partner of Pabian & Russell, LLC, has more than 25
years' experience as a tax lawyer and certified public accountant.
He provides sophisticated yet practical legal and tax advice and
representation to his clients. Jay's areas of concentration include
business and employment law, tax law, wills and trusts, estate and
wealth preservation planning, asset protection planning, special
needs planning, business succession planning, estate and trust
administration, and franchise law. His clients consist of high-net
worth individuals, senior executives, privately held businesses,
law and accounting firms, medical and dental practices, financial
service providers, franchisee associations, supply-chain purchasing
and distribution entities, and health and non-profit
organizations.
Sarah M. Allen is a
senior associate with Pabian & Russell, LLC, concentrating in a
broad range of estate matters including special needs planning,
complex trust planning, estate tax planning, will contests, estate
administration, trust/trustee disputes, guardianships, conservatorships,
and prenuptial agreements.
To
read a full biography on Jay M. Pabian or Sarah M. Allen, please
visit Pabian & Russell, LLC website at www.pabianrussell.com
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