The Big Tax Unknown: Tax Law Changes for Investors, Estate and Wealth Transfer Strategies
from Boston Security Analysts Society
This event has passed.
Thursday, November 13, 2008, 12:15pm - 2:00pm
Speakers:
- Martin Hall, Partner and Chair, Private Client Group, Ropes & Gray LLP
- Christopher Houston, Counsel to Private Client Group, Ropes & Gray LLP
- Anthony D. Werley, Managing Director, JPMorgan Private Bank
Program:
- A panel of experts will discuss scheduled and potential post-election changes to tax law, which will have a major impact on investors and their wealth-planning strategies.
- Mr. Hall's established legal practice covers all aspects of estate planning, including sophisticated wealth transfer strategies and charitable giving techniques.
- Mr. Houston's practice focuses on estate planning and trust administration, charitable gift planning and tax-exempt organizations.
- Mr. Werley is Global Head of Portfolio Construction at JPMorgan Private Bank, responsible for the policy and analysis of the model portfolios which standardize the way all assets are managed within the Global Private Bank.
More information...
Pingbacks ( Use this URL to link to this event: http://www.marksguide.com/event/7427/ )
