Associate Bernadette Tuthill Participates In Estate Planning Discussion

On November 10th, Associate Bernadette Tuthill took part in an Estate Planning panel discussion for The New York State Society of CPAs, Suffolk East End Committee.  Topics discussed included: when professionals should be raising the issue of estate planning with clients, coordination of planning with the client’s accountants and financial advisors, the different types of estate planning documents, the pros and cons of various types of trusts, as well as when specific types of trusts should be considered for a particular client.