Estate Planning and Tax Law: Latest Updates and Advanced Strategies

Salvatore J. LaMendola | Giarmarco, Mullins & Horton

Salvatore J. LaMendola, Esq. has been a member of the Trusts and Estates Practice Group at Giarmarco, Mullins and Horton, P.C. since 1996. Sal received his J.D. from the Notre Dame Law School and holds a B.B.A. from the University of Notre Dame. His main practice areas are general estate planning; amending irrevocable trusts through trust decanting, exercises of power of appointment, and other techniques; pre-death and post-death planning for IRAs and other retirement plans; and charitable planning with charitable remainder trusts, charitable lead trusts, and private foundations. Sal is a member of the Probate & Estate Planning Section of the State Bar of Michigan. He is also a regular continuing education presenter for legal education webinar providers Rossdale of Miami, FL and Strafford of Dallas, TX. He also serves on Strafford’s Estate Planning Advisory Board for Strafford and on the InterActive Legal Practice Advisory Board.

I. Living trusts and foundational planning | 1:00pm – 1:20pm

II. Annual gifting and ILITs | 1:20pm – 1:40pm

III. Dynasty and GST planning | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. Valuation discounts and family LLCs | 2:10pm – 2:30pm

V. Advanced “freeze” strategies | 2:30pm – 2:50pm

VI. Charitable planning and zero-tax outcomes | 2:50pm – 3:10pm