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Oct
30
2024
Firm Events

Estate Planning in 2024: Protecting Your Legacy in a (Potentially) Changing Landscape

Location
Country Club of Rochester
2935 East Ave
Rochester, NY 14610
Date
October 30, 2024
3:30-6:00 pm

Join us for a seminar on estate planning and learn about the current and future landscape of estate tax laws and explore strategies for protecting your legacy.

The HSE Trusts and Estates team will cover:

  1. The Current Estate Tax Exemption: An analysis of the 2026 landscape with and without legislative action.
  2. The SECURE Act: How the SECURE Act affects distributions to qualified retirement plans, and what you can do to optimize these changes for your estate.
  3. Probate Avoidance Strategies: How to avoid the time-consuming and costly probate process through effective estate planning tools.

Schedule:
3:30 pm: Registration and networking
4:00 pm: Presentation
5:00 pm: Cocktails and Hours d’oeuvres

About HSE’s Trusts & Estates Group
We work with individuals and families to ensure their wishes and desires for the future are carried out through the appropriate channels.