Jane Peebles presented to the Beverly Hills Estate Planning Council on March 4, 2013. Her presentation, entitled, “Estate Planning in 2013: Mopping Up and Moving On,” explores the nuances of estate planning as April 15th, the end of tax season, approaches, including how advisors should account for gifts, partnership and LLC agreements, pre-existing trusts, and other key documentation. She concludes by stressing the importance of managing client expectations to ensure they understand what has been documented and filed within the year.
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