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Tax & Estate Planning Knowledge Circle: 11th Hour Estate Planning: Year-End Gifting Strategies

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Join us for a look at last-minute estate planning strategies in '11th Hour Estate Planning'. This presentation will provide an overview of trust formation, gifting strategies, and gift tax compliance as the year concludes.

Michael Rapps

Principal Attorney and Wealth Advisor

Rappss & Associates, PLLC

Michael P. Rapps is the principal attorney and wealth advisor at Rapps & Associates, PLLC, where he focuses on estate and succession planning, wealth transfer, and asset preservation for high-net-worth clients. He also serves as an adjunct professor at NYU’s School of Professional Studies, teaching graduate courses in financial planning, insurance planning, and estate planning. Michael holds industry certifications including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Certified Exit Planning Advisor (CEPA®)."

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Tax & Estate Planning Knowledge Circle: 11th Hour Estate Planning: Year-End Gifting Strategies
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Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available