45th Annual Notre Dame Tax and Estate Planning Institute

The 45th Annual Notre Dame Tax and Estate Planning Institute will take place on September 26-27, 2019, at the Century Center on the banks of the St. Joseph River in downtown South Bend, Ind. The Institute will present topics of interest to a broad range of estate planning professionals, whether your clients are high net worth individuals exposed to the estate tax or more moderate net worth individuals who are below the estate tax exemptions. Diana Zeydel, Global Chair, Private Wealth Services will present on Assuring Compliance With Decedent’s Wishes In An Era Of Decanting, Early Terminations, And Other Irrevocable Trust Modifications.