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Events

XPX Fairfield - Trust and Estate Planning: Helping Business Owners Keep What They Have Earned

Apr 20, 2018
Ronald Hegt

When

Friday, April 20, 2018  7:30 AM - 9:30 AM

Where

The Shore and Country Club
220 Gregory Boulevard
Norwalk, CT 06855

On Friday, April 20, 2018, partner, Ron Hegt, will be speaking at an XPX Fairfield County event, "Trust and Estate Planning: Helping Business Owners Keep What They Have Earned."  He will be discussing:

  • Both fundamental and advanced US income and estate planning strategies for our business owner clients
  • Outline how Jim Murphy and his brother, the owners of Murphy's Metal Manufacturing, LLC, can use various strategies to facilitate business succession, reduce income, gift, and estate tax liabilities, and address family concerns
  • Review some of the more common income and estate planning strategies, including including use of valuation discounts, IDGTs, GRATs, and CRTs

For more event details, click here.