Christopher J. Denicolo is a partner in the Clearwater, Florida firm of Gassman, Crotty, and Denicolo, PA. He specializes in estate planning and business planning, and is a contributing author for Leimberg Information Services (LISI). Chris is a frequent writer and speaker on estate planning topics, and recently was a panelist on retirement benefits planning for Leimberg Webinar Services. He has an LLM in estate planning from University of Miami, and received his JD from Stetson University College of Law.
The Notre Dame Tax & Estate Planning Institute will be broadcast virtually in October. This webinar will give practitioners a preview of some of the many topics to be addressed at this year’s Institute.
Outright vs. in trust. Conduit vs. accumulation. Integrated into the estate plan vs. “stand-alone.” These are all choices that must be made by estate planners when their clients have retirement benefits such as pensions, 401(k) plans,…
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