Special Counsel Debra Smietanski contributed an article to Financial Advisor, “Estate and Gift Tax Saving Opportunities: Part Two,” on January 26, 2016. The article discussed various estate-planning opportunities available to financial advisors and clients, including life insurance and charitable gifts.
This article is part of a series, to view the first article click here.
This article is part of a series, to view the first article click here.
Related Insights
19 September 2024
Events
Law School for CFOs
We are excited to host this highly regarded event offered in collaboration with the Boston Chapter of the CFO Leadership Council and presented by Foley & Lardner LLP at our Boston office.
11 September 2024
Legal News: International Trade Enforcement & Compliance
Five Compliance Best Practices Every Multinational Company Should Consider for … Drafting Clear Compliance Dictates
Drafting clear compliance policies is essential for ensuring that employees understand their obligations and responsibilities in adhering to regulatory requirements and ethical standards. Here are some best practices for drafting clear compliance policies.
11 September 2024
Manufacturing Industry Advisor
What Every Multinational Company Should Know About …“Made in USA” Labeling Requirements
Many Americans value domestically made goods. A “Made in USA” label can hold special meaning for these consumers, as it serves as a symbol of patriotism, a sign of quality craftsmanship, and a show of solidarity with local industries, among other things.