Fall Advisor Series to Focus on Recent Tax Developments

Save the date for our 13th annual Advisor Series for Estate and Wealth Management Professionals at the Belo Mansion Nov. 14 in downtown Dallas.

Howard M. Zaritsky, a nationally-recognized expert on estate, gift and generation-skipping transfer taxes, fiduciary income taxes, estate planning and estate administration, will present “The Year in Review: An Estate Planner’s Perspective on Recent Tax Developments.”

Breakfast will be served at 7:30 a.m. The program will take place from 8 to 10:30 a.m. with a break, and offers two hours of continuing education credit.

Zaritsky has published more than a dozen books, including Tax Planning for Family Wealth Transfers At Death, Tax Planning for Family Wealth Transfers During Life, and Tax Planning With Life Insurance (all published by Thomson-Reuters/WG&L), three Tax Management Portfolios (Revocable Inter Vivos Trusts; Grantor Trusts; and Foreign Trusts, Estates, and Beneficiaries), and more than 150 articles in various law reviews and professional journals.

He has lectured at all of the major tax and estate planning institutes, including the University of Miami Heckerling Institute on Estate Planning, where he is a member of the advisory board, and the Douglas W. Conner Advanced Estate Planning and Administration Seminar.

Registration of $90 per person will open soon. Four sponsorship levels will also be provided soon.