Name
Transfer and Tax Planning Issues Related to Bank Accounts, Securities, Life Insurance, Retirement Plans, Entity Interests, and Other Assets
Date & Time
Friday, October 20, 2023, 9:40 AM - 10:40 AM
Speakers
Description
This presentation will cover tax planning issues involving the transfer of assets, including assets permitting beneficiary designations. It will address the impact these transfers and designations can have on the property rights of Louisiana citizens, giving due consideration to the legal principles of federal law, Louisiana law and the law of other states. The presentation will also address certain income and estate tax planning opportunities regarding asset transfers
Session Type
Symposium
Speaker Invited?
Committee Member Assigned
Speaker Confirmed?
Yes
Topic Title?
NO
Topic Description?
NO
Speaker Bio?
NO
Materials Submitted?
NO