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Today’s Top Tax and Estate Planning Techniques

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Learn sophisticated and innovative wealth planning techniques for families and businesses with a focus on flexibility to adapt to an uncertain future.

In a post-pandemic world, where everything from tax policy to economic stability to physical health is in question, this comprehensive resource from Paul Lee, Global Tax Strategist at The Northern Trust Institute, provides a thorough review of sophisticated wealth planning techniques for advisors guiding clients through unprecedented times.

Download the full paper to learn more about timely estate planning legislative, regulatory and case law developments.

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Top Planning Techniques

Guide clients through uncertainty with this comprehensive review of tax and wealth planning techniques.

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Wealth transferEstate planningTaxes

Disclosures

This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel.  All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.

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