Is a Wealth Tax in Our Future?

Date: Wednesday, March 20, 2024
Time: 11:45am - 1:00pm
Location: Dinsmore
Speaker: Al W. King III, J.D., LL.M., AEP (Distinguished), TEP

Join us on Wednesday, March 20th at 12:00 PM for our presentation Is a Wealth Tax in Our Future at Dinsmore & Shohl's Cincinnati office. Our presenter, Al W. King III, J.D., LL.M, AEP (Distinguished), TEP will be joining us virtually to present to our live audience.

 

Session Description:

Federal, state and city budgets are all under enormous economic duress forcing policymakers to search for alternative sources of revenue such as wealth taxes. This session will discuss the history of wealth taxes internationally, focusing on recent U.S. and state proposals. Possible constitutional and administrative issues will be discussed in addition to the recent Supreme Court case Moore vs. United States. Lastly, the possible effect of wealth taxes on trusts.



We hope to see you there!

 

Board of Directors, Cincinnati Estate Planning Council
Event Details

Date:

Wed., March 20, 2024

 

Time:

11:45 AM - Registration

12:00 PM - Program

1:00 PM - Adjourn

 

Cost:

Members - $15.00

Non-Member - $35.00

Location:

Dinsmore

255 E. Fifth Street

Suite 1900

Cincinnati, OH 45202

 

Deadline to Register:

THURSDAY, March 14th

Note: refunds will not be given for cancellations received after the registration deadline.

APPROVED CEU Credits*

 

CFP

CPA
KY Legal
OH Insurance
OH Legal

*Certificate of attendance available upon request if we do not file a credit you need.



2023-2024 Season Sponsor

We are proud to welcome the

Greater Cincinnati Foundation back as our season sponsor!
 

Thank you to our Luncheon Sponsor!

Bartlett Wealth Management

About the Speaker

Al W. King III, J.D., LL.M, AEP (Distinguished), TEP

Co-Chairman & Co-CEO

South Dakota Trust Company LLC

 

Al W. King III is the Co-Founder, Co-Chairman and Co-Chief Executive Officer of South Dakota Trust Company LLC (SDTC) and SDTC Related Companies with offices in South Dakota, New York, Wyoming, Nevada and Westport, CT. SDTC is a national trust boutique serving wealthy families from 54 countries and 47 states. SDTC currently has more than $140 billion in assets under administration.

 

Mr. King was previously Managing Director and National Director of Estate Planning for Citigroup. Mr. King was also the Co-Founder and Vice Chairman of Citicorp Trust South Dakota. Mr. King also previously served as Director of Financial and Estate Planning for Coopers and Lybrand in Stamford, Connecticut.

 

Mr. King is the Co-Vice Chairman of the Editorial Board of Trusts & Estates Magazine. He has been a member of the Editorial Board for over 30 years. Mr. King has been inducted into the National Association of Estate Planners & Councils (NAEPC) Estate Planning Hall of Fame as an Accredited Estate Planner (AEP), Distinguished. Mr. King previously served on the Board of Directors for NAEPC and is the Former Chairman of the NAEPC Foundation Advisory Board. He is currently a member of both the NAEPC webinar and publications committees. He is also a member of several groups and organizations including the Society of Trust and Estate Professionals (STEP), the International Association of Advisors in Philanthropy (AiP), New York Philanthropic Advisors Network (NYPAN), Fairfield County and New York City Estate Planning Councils, etc. In addition, he is frequently published and quoted by several publications on various Estate Planning topics and addresses several professional organizations, special interest groups, and general audiences on the subject of estate and trust planning.

 

Mr. King received a Bachelor of Arts cum laude from Holy Cross College, a Juris Doctor from Syracuse University College of Law and an LL.M. in Tax Law from Boston University School of Law.

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