Hahn & Hahn LLP


Karl Swaidan and Ryan Kaye Speak to ProVisors' Pasadena Estate & Succession Planning Affinity Group

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Wed, 09/20/2017
Michelle K. Lee

Today, Hahn & Hahn LLP partners Karl I. Swaidan and Ryan A. Kaye presented to the ProVisors' Pasadena Estate & Succession Planning Affinity Group on "The Importance of Portability in Estate Planning and What You Need to Know." The presentation provided the group with a basic introduction to portability and its legal framework, the advantages and importance of portability in estate and gift planning, and a critical look at whether portability replaces the need to consider more traditional planning concepts, such as a Bypass Trust.

ProVisors is a community of professionals, including attorneys, accountants, bankers, and other professional service advisors with nearly 5,000 members worldwide. This presentation was attended by approximately 40 members and comprised of estate planning attorneys, probate litigators, CPAs, CFPs, investment advisors, insurance agents, appraisers, geriatric care managers, and other related professionals.