[EstGift] [filtered] Summer Meeting Agenda [IMAN-WEALTHMGMT.FID578316]

[Cohen, Kimberly E.]

Hello everyone,

As you may know, I have been tasked with trying to fill the (metaphorically) large shoes of Beth Kaufman as the new chair of the Estate and Gift Tax Committee.

I first want to welcome all new members to the committee.  I hope you will all play an active role going forward.

As we plan the agenda for the June meeting, please let me know if you have any suggestions for topics or issues that you would like to see added to the agenda.  Making suggestions does not mean you have to serve as the discussion leader (although please let me know if you wish to do so).    The agenda is due April 22nd, so please don't delay in sharing your ideas.

Also, if anyone is willing to volunteer to serve as the secretary for the summer meeting, please let me know that as well.

Looking forward to seeing everyone in Montreal in June.

Best,

-Kim

Kimberly E. Cohen
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