Trust and estate strategies for an uncertain political and economic climate

A consequential presidential election has estate owners reevaluating their plans to hedge against changes to the tax code that may come if the White House changes hands. To learn how individuals can best adapt their estate strategies to meet the political and economic moment, Crain’s New York Business turned to Lisa Rispoli, Grassi’s Trust and Estate Services Leader.

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Lisa Rispoli Lisa Rispoli is the Partner-in-Charge of Trust & Estate Services at Grassi. With over 30 years of experience in accounting, estate planning and gift, estate and trust taxation, Lisa is adept at working with clients and their other professional advisors to develop estate plans to transfer family, businesses and personal wealth to the next generation and to charitable organizations. Lisa assists executors and trustees,... Read full bio

Categories: Trusts & Estates