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"Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax," National Association of Estate Planners & Councils (NAEPC) Webinar

By Miriam Wogan Henry
April 2023

Miriam Wogan Henry, partner in the Tax Practice Group and member of the firm’s board of directors, presented on the National Association of Estate Planners & Councils (NAEPC) webinar, “Your Clients Want a KISS Plan, but the IRS May Have the Last Dance—Planning for Simplicity and Tax Efficiency, for Clients who May Not Have to Pay Estate Tax,” covering the benefits of a simple plan and how to help your client determine if KISS is the right route for them, how to include alternatives to swing into tax savings if circumstances change, state income and estate tax planning, and charitable and GST planning options. The NAEPC promotes excellence in estate planning by serving NAEPC members, delivering exceptional resources and unsurpassed education, and recognizing those who hold the Estate Planning Law Specialist certification.

Related Professionals
  • name
    Miriam Wogan Henry
    title
    Partner
    phones
    D: 504.582.8436
    email
    Emailmhenry@joneswalker.com

Related Practices

  • Tax
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