October 2013

New York Life 2013 Advisor Symposium

Dickinson Wright PLLC is pleased to announce that Attorney Les Raatz, Esq will participate in the New York Life 2013 Advisor Symposium in New York City on October 22, 2013.

On Tuesday, October 22, from 1:00 - 5:00 PM Eastern, New York Life Insurance Company will host the third annual Advisor Symposium, “Issues of Interest to Advisors Today.” 

The Symposium will focus on planning issues and speakers will present topics benefiting practicing accountants, attorneys, and insurance and financial planning professionals.

Mr. Raatz's documents related to his presentation are available below:

Evolution of Planning Needs For Business Owners and High Net Worth Families

Portability - Inheriting the Spouse's Estate Tax Exemption

Delaware Tax Trap Opens Door to Higher Basis for Trust Assets

Creditor Protection Planning Techniques 

Trust Protectors

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New York Life 

New York, New York


Registration Required