Free Seminar to Highlight Year End Tax Changes

Come December 31, 2012, several common key estate and gift tax benefits may no longer be available as various pieces of legislation expire. In an effort to assist individuals and families with planning for the impending changes, the North Barrington law firm of Kelleher & Buckley will be holding a series of free seminars in November.

The firm will be hosting the sessions at their offices located at 102 South Wynstone Park Drive. Evening seminars are scheduled for November 1st and 29th, both starting at 7:00 p.m., and a Saturday session will take place November 17th from 10:00 to 11:00 a.m. All seminars are free.

The focus of the discussions will be how individuals can use Estate Plans, Revocable Living Trusts, IRA Trusts, Gifting Strategies, and other options to manage their assets now and in the future. “We will discuss how those tools can be effectively utilized to manage assets, especially if a spouse or family member should die,” said Kelleher & Buckley partner Andrew J. Kelleher, Jr. “Part of the seminar will focus on the expiration of the tax benefits, and ways in which people who have Estate Plans already in place may want to make adjustments before year end.”

Representatives of Kelleher & Buckley encourage participants to come to the seminars with specific questions if needed. Said Kelleher, “We have enjoyed some great discussions in recent seminars we’ve held so we look forward to being able to answer questions about year end planning during the November meetings as well.”

There is no charge to attend the session but reservations are required as space is limited. Reservations may be made by calling Lisa Walter at 847-852-1182 or via e-mail at lwalter@kelleherbuckley.com. Information about the firm and its Estate Planning services can be found at www.kelleherbuckley.com.