Overview
Julie Miraglia Kwon spoke at The Northern Trust Institute’s Fourth Annual Wealth Planning Symposium on the topic, “Scenario Planning: Dealing with an Uncertain Tax Future.” This session explored the current planning landscape, varying future tax scenarios given the candidates’ current and anticipated proposals and range of possible political outcomes, as well as in-depth assessments of top tax and estate planning techniques for incorporating flexibility, including post-transfer flexibility, into your plan.
