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Henry to Present at Society of Louisiana CPAs' Business Valuation Workshop in Lafayette
Jones Walker partner Miriam Wogan Henry and Vanessa Claiborne of Chaffe &
Associates, Inc. will present "Valuation Opportunities in Gift and Estate
Taxation" at the Society of Louisiana CPAs' Business Valuation Workshop,
November 6 in Lafayette, Louisiana. The presentation will cover
topics such as wealth transfer opportunities, today's investment environment, background
on estate taxes, loans, grantor retained annuity trusts (GRATs), sales to
grantor trusts, the benefits of gifting during a market downturn, qualified
personal residence trusts (QPRTs), and charitable lead annuity trusts (CLATs).









