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DTSTART:20240320T154500Z
DTEND:20240320T170000Z
LOCATION:Dinsmore
UID:2570020240320T154500ZIs a Wealth Tax in Our Future?
DTSTAMP:20260430T054518Z
DESCRIPTION:\nJoin 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.\n \n \n \nSession Description:\n \nFederal, 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.\n \n\n \nWe hope to see you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nWed., March 20, 2024\n \n \n \nTime:\n \n11:45 AM - Registration\n \n12:00 PM - Program\n \n1:00 PM - Adjourn\n \n \n \nCost:\n \nMembers - $15.00\n \nNon-Member - $35.00\n     \nLocation:\n \nDinsmore\n \n255 E. Fifth Street\n \nSuite 1900\n \nCincinnati, OH 45202\n \n \n \nDeadline to Register:\n \nTHURSDAY, March 14th\n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n \nCPA\n KY Legal\n OH Insurance\n OH Legal\n   \n*Certificate of attendance available upon request if we do not file a credit you need.\n     \n\n \n2023-2024 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n    [](https://www.gcfdn.org/)   [](https://bartlett1898.com/) \n     \nThank you to our Luncheon Sponsor!\n \nBartlett Wealth Management\n        \nAbout the Speaker\n     \nAl W. King III, J.D., LL.M, AEP (Distinguished), TEP\n \nCo-Chairman & Co-CEO\n \nSouth Dakota Trust Company LLC\n \n \n \nAl 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.\n \n \n \nMr. 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.\n \n \n \nMr. 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.\n \n \n \nMr. 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.\n
SUMMARY:Is a Wealth Tax in Our Future? - Cincinnati Estate Planning Council 
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