Bennett Jones
Jordan Fremont will speak on Proposals to Convert Health and Welfare Trusts to Employee Life and Health Trusts at the OBA's Institute on Pensions and Benefits Law: What to Expect in 2020. Jordan's panel will:
- Explore the tax policy for phasing out HWTs and encouraging migration to ELHTs
- Examine the differences and advantages of ELHT rules
- Discuss how to convert HWTs to ELHTs, and the consequences of not converting
- Discuss the practical considerations and what to tell your clients