Speaking Engagements

Inter Vivos Non-Grantor Trusts: The Why’s and the How’s

BAM Alliance National Conference

Date: October 22, 2018
Location: St. Louis, MO

William D. Lipkind (Partner-New Jersey) spoke in St. Louis, Missouri, at the October 22, 2018, conference of the BAM Alliance, a community of more than 135 independent wealth management firms located throughout the United States. Bill’s presentation focused on the tax implications of grantor and non-grantor trusts.

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