Tax Changes Are Coming: Critical Estate Planning Groundwork in Light of Proposed Changes

Date: Wednesday, May 5, 2021
Time: 11:45am - 1:00pm
Location: Carraba's in Orem (683 E University Parkway)
Speaker: Marianne Ludlow

We are excited to finally be having a live lunch meeting!   Come join us to hear our very own Marianne Ludlow addressing the following:  Recently bills have been introduced into Congress that propose substantial reductions in the estate and gift tax exemption as well as changes to grantor trusts, discounting, GRATs, GSTT provisions.  We will discuss the proposed changes as well as how to advise clients now to prepare for such changes.  We will also discuss how to plan, explain and implement effective estate tax planning strategies before and after the proposed changes.

Marianne Ludlow Bio:  

Marianne Ludlow secures and protects individuals, families and businesses through estate and business planning, including wills, trusts (revocable and irrevocable), asset protection planning, tax planning, and business succession planning.  Marianne started in estate & business planning over 20 years ago and is currently an estate planning attorney at Jones Waldo working in their Lehi office.  She received her degree in economics at B.Y.U and graduated with high honors (top 10%) from George Mason University Law School.  In her spare time, Marianne helped found a  K-8 charter school that promotes entrepreneurial and self-lead learning and loves to ski, hike & travel.   

Please plan arriving 15 minutes early (11:45) so we can order lunch on time!

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