How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts

Webinar

1.0 MCLE CLE general credit approved

1.0 CFP CE approved
CPA CPE attendance certificates provided

Natalie Perry

As both an attorney and Certified Public Accountant, Natalie has advised clients on strategies for achieving tax-efficient estate planning as well as income tax planning for more than two decades. She focuses her practice on advising high-net-worth individuals and their families on structuring their estate plans in a creative manner to accomplish their goals for the transfer of their wealth. As part of the process, Natalie helps educate clients on the importance of planning and the nuances of the technique being implemented. As a CPA, Natalie brings a deep understanding of the complex and ever-changing tax laws her clients face.

Jennifer Thurswell

Jeni is a member of the Trusts and Estates group at Harrison & Held LLP.  She focuses her practice on estate and gift tax planning, business succession, and asset protection, particularly for business owners, professionals, and families. She also counsels individual and corporate fiduciaries regarding complex estate and trust administration and related tax issues.