Jerome M. Hesch, Counsel to the firm’s Business & Real Estate Taxation, Trusts & Estates, Tax Exempt Organizations and Private Wealth & Taxation Practice Groups is the Director of the 48th Annual Notre Dame Tax & Estate Planning Institute. This year’s Institute will take place in virtual form on November 9-11, 2022.
In addition, Stephen M. Breitstone, Chair of the firm’s Private Wealth and Taxation Practice Group will be a speaker at this year’s Institute where he will discuss “Preferred Partnerships: Practical Uses for Encumbered Real Estate and Refinancing the Real Estate.”
The Institute will offer practical topics, relevant for a broad range of clients, even for clients not exposed to the estate tax. Several sessions will cover income tax planning techniques available for appreciated assets owned by individuals and for assets owned by irrevocable trusts.