News Detail

Share & Print

Hill Ward Henderson Shareholder Participates in WEDU Estate & Tax Planning Seminar

Sep 27, 2013

On September 19, 2013, Linda D. Hartley, a Shareholder with Hill Ward Henderson participated in WEDU’s 8th Annual Estate & Tax Planning Continuing Education Seminar. Noted experts provided the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients. Ms. Hartley served on a panel alongside Paul Dunham, Managing Director of the Tampa Bay Division of CBIZ Kirkland, Russ, Murphy & Tapp and R. Jay DeGeare, Principal of the Senior Investment Advisor Group of Bernstein Global Wealth Management. The panel discussion focused on income tax reduction strategies and 1041 issues.

Linda D. HartleyMs. Hartley is the Co-Chair of the firm’s Taxation Group and leads the firm’s Trusts & Estate Group. Her practice is primarily devoted to estate planning, probate, trust administration and post-mortem tax planning. Ms. Hartley also supports the firm’s Probate, Trusts & Estates Litigation Group.