If you missed our “standing room only” webinar on setting up trusts as part of your estate planning, you can listen to the recording here. Adam Ohar, CPA, Principal in the Tronconi Segarra & Associates Tax Department, held everyone’s attention as he spoke about the different types of trusts, and how trusts can possibly be used to limit estate taxes upon one’s death. As you listen to the recorded webinar, follow along with the slides which can be downloaded here.
Trusts could play a significant role in retaining your wealth for you and your heirs. If you have any questions about this recorded webinar, contact Adam Ohar, CPA/ABV at or 716.633.1373.