Essex Trust is pleased to once again host a live broadcast of the Annual Estate and Charitable Gift Planning Institute. Each year, The Salvation Army provides estate planning professionals the opportunity to hear from top industry leaders on current topics in areas of estate and gift tax law, ethics, and charitable giving strategies. This year’s presenters are industry leaders Ann Burns, Esq. and Samuel Donaldson, Esq. The program provides excellent information for attorneys, accountants, and other professionals who advise clients on wealth transfer and tax savings strategies.
The event will be streamed via live webcast video from 10AM – 4:30PM at our offices at Essex Savings Bank in Essex, Connecticut.
We hope you will join us by registering today at http://www.makeanestateplan.com/