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2023 Estate and Gift Tax Conference

On Friday, March 10th from 2:30-3:30pm (PST), Michelle Ferreira will speak on a panel titled "Beyond Term Insurance". The panel will discuss planning with life insurance and how to position a client in case of a post gift or death attack. Also learn what a planner should do and not do. Split dollar life insurance, Estate of Levine and other relevant law will be discussed.