This Event Has Been Canceled Due to Bad Weather
“Trust and Estate Planning for the 3.8% Medicare Tax”. This presentation will focus on the 3.8% Medicare net investment income tax on trusts, and include estate planning and trust administration techniques to minimize its impact.
Mark Westlake is a tax attorney who works with high net worth individuals and businesses to minimize their state and federal tax liabilities. Mark advises clients to effectively organize and establish entities where tax burdens are a principal concern. He also assists individual and business clients in structuring, negotiating, documenting and implementing transactions that are sensitive to tax ramifications.
Rob Hazard is an attorney and CPA whose practice is dedicated to estate planning and closely-held business and corporate law. Rob assists individuals and corporate fiduciaries with all aspects of estate planning and administration. Rob also advises business entities on general business matters including entity formation and structure, mergers and acquisitions, capital funding, and debt financing.
