Baldwin Haspel Burke & Mayer’s Tax and Wealth Preservation Departments developed another program of interest to Life Underwriters and presented to local CLU’s on May 10, 2011. The program included a review of transfer tax planning after 2010 legislation, taxation of life insurance policies and an overview of estate and probate procedure. A cocktail reception followed the seminar. Thanks to all those that attended and made this event a success.
If you are interested in receiving future mailings regarding upcoming BHBM seminars, please email Katie Kelly by clicking here.