Cummings & Lockwood

2018 Greenwich Client Estate Planning Update and Reception

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October 3, 2018, Greenwich Country Club

 

 

REGISTRATION - 3:45 p.m. - 4:00 p.m.

PROGRAM/QUESTION & ANSWER - 4:00 p.m. - 5:30 p.m.

RECEPTION - 5:30 p.m. - 6:30 p.m.

This year we will focus on estate planning changes during the different cycles of life.

The program agenda is as follows:

  • Tax Update after The Tax Cuts and Jobs Act of 2017
  • Planning for Those in Their Earlier Years
  • Planning When Circumstances Change
  • Planning When You Have Enough and Are Ready to Gift
  • Downsizing from Your Home
  • Planning for Later in Life

We hope that you will be able to join us for this informative program.

Sincerely,

Greenwich Private Clients Group

Cummings & Lockwood LLC

 

To RSVP please contact Bonnie Artinian at 203.351.4189 or email events@cl-law.com.

Location
Greenwich Country Club
19 Doubling Road
Greenwich, Connecticut