Sheraton Waikiki
2255 Kalakaua Avenue
Honolulu, HI 96815
An in-depth and interactive discussion over a variety of wealth transfer issues with viewpoints from the IRS and wealth transfer advisors. Understand the red flags that may trigger an audit and learn about how to avoid and/or defend your client's wealth transfer strategy.
Speakers:
Jonathan Lurie, Partner, Venable LLP
Speakers:
Jonathan Lurie, Partner, Venable LLP