Hahn & Hahn LLP

Karl Swaidan and Ryan Kaye Speak to the Estate Planning Council of San Gabriel Valley

Main Content
Mon, 06/04/2018
by
Michelle K. Lee

Hahn & Hahn LLP partners, Karl I. Swaidan and Ryan A. Kaye, recently presented to the Estate Planning Council of San Gabriel Valley on “The Importance of Portability in Estate Planning and What You Need to Know.” Messrs. Swaidan and Kaye provided a basic introduction to portability, its legal framework, and its role in estate and gift planning.

Messrs. Swaidan and Kaye were invited to speak to the Estate Planning Council of San Gabriel Valley following a well-received presentation on this topic to the ProVisors’ Pasadena Estate & Succession Planning Affinity Group last fall.

The Estate Planning Council of San Gabriel Valley is an organization that aims to educate accountants, attorneys, fiduciaries, planned giving officers and financial services professionals about estate planning principles and changes in the tax law affecting their various works.