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Elizabeth Garlovsky to Present at 84th Institute on Federal Taxation

  Harrison LLP  ·  2 minute read

Chicago partner and ACTEC Fellow Elizabeth Garlovsky will be presenting at the 84th New York University School of Professional Studies' Institute on Federal Taxation (IFT) Conference taking place on October 19-24 in New York, New York and November 16-21 in San Francisco, California. Lizzy's session will take place on Friday, October 24 in New York and Friday, November 21 in San Francisco. 

The Institute addresses all major areas of taxation and attracts attorneys, both general tax practitioners and specialists; accountants; corporate treasury and compliance executives; tax managers; and financial planners seeking expert discussion of the latest technical, legislative, and planning developments. 

The session, "Planning for Larger Estates Post-OBBB, " offers an overview of planning approaches and techniques for clients whose assets exceed the federal estate/gift/GST exemptions, which are slated to increase under the OBBB. The session encompasses the importance of a solid core plan and moves along the continuum to the use of advanced techniques to accomplish successful generational wealth transfer.  This session also includes a discussion of some of the unique non-tax-related factors to consider as part of the process.  

Lizzy represents clients in matters related to estate planning and wealth transfer, probate, and estate and trust administration. She brings over 25 years of combined experience in private practice, the public sector, and as a wealth advisor for JPMorgan. 

A Fellow of the prestigious national American College of Trust and Estate Counsel (ACTEC), Lizzy is a frequent lecturer and author on a wide range of trust and estate topics. She enjoys giving back to her peers by mentoring junior colleagues, both inside and outside of the firm. Lizzy served as an appointed Advisory Member of the Trust and Investment Committee for the Board of Directors of Chicago-based ATG Trust Company (acquired by Midland Trust Company) from January 2020 through May 2021. She is also a member of the Goodman Theater’s Spotlight Advisory Council. 

To learn more and register (New York), click here.

To learn more and register (San Francisco), click here.

About Harrison LLP 

Harrison LLP is a national law firm deeply rooted in private wealth planning. The firm’s attorneys offer sophisticated legal counsel and bespoke solutions tailored to meet the evolving needs of high net worth individuals and families. Clients benefit from Harrison’s strategic insight, responsive service, and unwavering commitment to excellence.  

About the Institute on Federal Taxation 

The NYU School of Professional Studies Institute on Federal Taxation is designed for the practitioner who must frequently anticipate and handle federal tax matters. It provides high-level updates, practical advice professionals can implement, and in-depth analysis of the latest trends and developments from leading experts. 

Participants return to work with a wealth of materials, plus the tools and strategies needed to help save their clients’ tax dollars and provide them with better service. The six-day program encompasses all major areas of tax, including current developments; tax controversies; corporate tax; partnerships, LLCs, and real estate; trusts and estates; executive compensation and employee benefits; closely-held businesses; international tax; and ethical transactions.