Partner and Private Wealth Department National Chair Joshua Rubenstein will present "Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change" at the Greater Boca Raton Estate Planning Council's meeting on Wednesday, October 16 at 6:45 p.m. ET. Josh will share observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. His presentation will cover tax changes here and abroad (as they impact one another), enforcement changes leading to new reporting requirements, changes in access to information, changes in the nature of families, and changes in the frequency of intra-family litigation, then reviews what changes are likely in transition, which will return to "normal," and which changes are here to stay – and how best to advise in the meantime.
Learn more about the Greater Boca Raton Estate Planning Council.
Event Location
Woodfield Boca Raton
3650 Club Place
Boca Raton, FL
Related Professionals
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Partner and National Chair, Private Wealth Department+1.212.940.7150
New York
