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Farris partner Stephanie Daniels spoke on “But What Does it All Mean? Practical Implications of the New Tax Rules” at the PD Nexus: Estate Planning Insights Conference held at the Vancouver Convention Center on October 23, 2018. The session tackled the practical implications of TOSI for estate planning and a brief overview of the changes and their impact in practice on commonly used corporate and trust structures. The session also addressed new filing requirements for trusts.
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