Assuring Compliance with Decedent's Wishes in an Era of Decanting, Early Terminations, and Other Irrevocable Trust Modifications
Please join us for a conversation with Attorney Diana Zeydel of Greenberg Traurig LLP.
Attorney Diana Zeydel Diana C.C. Zeydel is global chair of the Private Wealth Services Practice and focuses her practice on estate and tax planning for high-net-worth individuals and families, including intra-generational wealth transfer strategies and business succession planning. Her practice includes planning for United States and non-United States citizens and residents. Diana also assists clients with litigated probate, trust, and guardianship matters, and represents clients before the Internal Revenue Service in matters involving fiduciary income tax and estate, gift, and generation-skipping transfer tax controversies. She represents corporate and individual fiduciaries in connection with the administration of estates and personal and charitable trusts. Diana also assists clients in preparing prenuptial and postnuptial agreements. She has participated in numerous projects involving governmental submissions in the estate, gift, and GST tax areas and serves as an expert witness in cases involving her practice areas.
Jennifer Bogli CPA
Vice President/Board of Directors, Milwaukee Estate Planning Forum, Inc.
Mohr CPAs LLP
10361 Innovation Drive Suite 150, Milwaukee, WI 53226
Phone: (414) 244-9942