Moore & Van Allen Law Firm, Attorneys

Seminars & Events

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McBryde and Jones Presents at Notre Dame Institute

November 2014

Charlotte Estate & Wealth Planning Members Neill McBryde and Chris Jones spoke at the 40th Annual Notre Dame Tax & Estate Planning Institute in South Bend, Indiana on November 14. They presented “The Ascendancy of Income Tax Planning in Estate Planning.” 

The 40th Annual Institute presented topics relevant for all individuals, even those not exposed to the estate tax because of the high exemptions. Sessions were designed to evaluate financial products and planning techniques so that attendees can better understand and evaluate these products and proposals in determining not only the tax and financial advantages they offer, but also their limitations. In addition, the Institute offers topics not found in most estate planning CE programs such as protecting the elderly from scams and exploitation.