Private Client and Corporate & Tax Shareholder Bill Smith was a featured speaker the National Business Institute’s Estate Planning and Administration: The Complete Guide seminar. The continuing education seminar provided CPAs, Financial Planners, and Attorneys with basic legal strategies and planning tools to properly administer a client’s estate. Bill presented on several topics, including, Common Trust Structures and When They’re Used; Tax Consequences of Trusts; Post-Mortem Tax Planning Options, and Closing the Estate.
Bill Smith concentrates his practice in the areas of estate planning, estate and trust administration, taxation, and transactional corporate law. Bill is a graduate of the Florida Fellows Institute of the American College of Trust and Estate Counsel, and earned his Master of Laws in Taxation degree (LL.M.) from the University of Florida.
Jones Foster is a commercial and private client law firm headquartered in West Palm Beach, Florida. Established in 1924, the Firm has served as an integral part of South Florida’s growth and prosperity for nearly a century. Through a relentless pursuit of excellence, Jones Foster delivers original legal solutions that help clients, colleagues, and the community to move forward. The Firm’s attorneys focus their practice in Real Estate, Litigation & Dispute Resolution, Private Client Services, Corporate & Tax, and Land Use & Governmental. For more information, please visit www.jonesfoster.com.
