Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.
Income Tax Considerations for Estate Planning Part 2
Guest: Abbie Everist RSM Washington National September 12, 2023
Abbie is a Senior Manager for the firm’s Private Client Services practice. She specializes in multi-generational wealth planning and business transition planning. In addition, Abbie supports reviewing the impact of legislative policy and judicial development on clients, tax controversy, private letter rulings, and litigation support.
Income Tax Considerations for Estate Planning
Guest: Abbie Everist RSM Washington National August 29, 2023
Creative Uses of Non-Grantor Trusts
Guest: Joy Matak Partner, Leader of Trust & Estate Practice, Sax LLP August 1, 2023
Every Life Is Worth Fighting For – Mental Health For Seniors
Guest: Amanda Koplin Koplin Consulting July 25, 2023
Estate Planning Lessons From The Levine Case
Guest: Eryka Morehead CEO of Collaborative Planning Group Inc. July 18, 2023
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