Orloff Lowenbach Stifelman & Siegel P.A.

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Why Disclaimers are More Important Than Ever

On June 9, 2010, Susan Holzman spoke at the 63rd Semi-Annual Tax & Estate Planning Forum sponsored by the New Jersey Institute for Continuing Legal Education. Susan's presentation was entitled "Why Disclaimers Are More Important Than Ever." Susan discussed the use of qualified disclaimers to create flexibility and optimize gift, estate, and generation-skipping transfer tax benefits when the tax law and the client's future net worth are hard to predict.