Joseph (Jay) B. Darby III
We handle all tax matters, from the common to the most complex.
(617) 286-6553
100 High Street
Suite 2601
Boston, MA 02110
IN-PERSON PRESENTATION - Hot Trends in Estate and Wealth Planning
Tue, May 24
|THE CONFERENCE CENTER 11th Floor
This LIVE seminar will offer a sophisticated and timely update on the latest trends in gift, estate and wealth planning.
Time & Location
May 24, 2022, 4:00 PM – 6:00 PM EDT
THE CONFERENCE CENTER 11th Floor, 100 High St, Boston, MA 02110, USA
About the Event
It has been a long, tough slog through the COVID years, but it is finally time for most of us to get back to work! Hallelujah!
This LIVE, in-person seminar will offer a sophisticated and timely update on the latest trends in gift, estate and wealth planning, including key subjects featured at this year’s Heckerling Institute. We will also cover other important issues, cases and rulings you must know to keep yourself and your practice fully up to speed.
Jay Darby will be joined by:
Holly Harben Swan J.D., Executive director of Eaton Vance Distributors, Inc., part of Morgan Stanley Investment Management (MSIM)
Judith A. Saxe J.D., AEP®, CAP®, Managing Director, Director of Research and Education for Wealth Strategies, and Senior Wealth Strategist at CIBC Private Wealth Management US
Jere Doyle Esq., Estate Planning Strategist andSenior Vice President at BNY Mellon
Check out this event at Joseph Darby Law:
https://www.josephdarbylaw.com/event-details/in-person-presentation-hot-trends-in-estate-and-wealth-planning
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