On Wednesday, October 3, 2018, Cummings & Lockwood’s Greenwich Private Clients Group held its 2018 Estate Planning Update and Reception, at the Greenwich Country Club in Greenwich, Connecticut from 4:00 - 6:30 p.m. Over 100 clients attended the event.
This year’s program focused on estate planning changes during the different cycles of life and included the following topics:
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
Speakers included: Laura Beck, Cort Delany, Dan Fitzgerald, Jessie Gilbert, Susan Huffard, Kathleen Merrigan and Doug Olin.
Greenwich Country Club
19 Doubling Road