Rick Nickels Set as the Guest Speaker for the National Association of Insurance and Financial Advisors

Bone McAllester Norton attorney Richard J. Nickels will serve as the featured speaker at this month’s meeting of Nashville’s chapter of the National Association of Insurance and Financial Advisors (NAIFA). He will present “Wealth Transfer and Preservation: Helping Clients Identify Opportunities and Pitfalls in a New Era,” which addresses how the American Taxpayer Relief Act of 2012 affects estate planning, both from a tax and a non-tax perspective. Portability and certainty as to the estate and gift tax credit amount mandate a fresh look at traditional planning, and attendees will leave with a greater knowledge of what they need to do.

The meeting will take place from 11:30 a.m. to 1 p.m. on Friday, Oct. 18 at Jackson National in Franklin. For more information, click here.

 

Bone McAllester Norton PLLC is a full-service law firm with 36 attorneys and offices in Nashville and Sumner County, Tennessee. Our attorneys focus on 17 distinct practice areas, providing the wide range of legal services ordinarily required by established and growing businesses and entrepreneurs. Among our practices, we represent clients in business and capital formation, mergers and acquisitions, securities matters, commercial lending and creditors’ rights, commercial real estate and development, governmental regulatory matters, commercial litigation and dispute resolution, intellectual property strategy and enforcement, entertainment and environmental matters. Our client base reflects the firm’s deep understanding and coverage of today’s leading industry and business segments. For more information, visit www.bonelaw.com.

Rick Nickels Addresses Trust and Estate Planning with Financial Planners

Bone McAllester Norton attorney Richard J. Nickels presented information on trust and estate planning to a group of financial planners with Insight today. “Trust and Estate Planning Update: Advising Clients in the Post-ATRA World” addressed the changes in tax code and laws in estate planning that impact advisers and their clients. They come together twice a year to explore cutting edge planning and investment management strategies to help better their businesses.

Rick has more than 15 years of experience advising individuals, families and businesses on estate planning matters. Insight is a small group of fee-only financial planners from the South who own their own companies.

 

Bone McAllester Norton PLLC is a full-service law firm with 35 attorneys and offices in Nashville and Sumner County, Tennessee. Our attorneys focus on 17 distinct practice areas, providing the wide range of legal services ordinarily required by established and growing businesses and entrepreneurs. Among our practices, we represent clients in business and capital formation, mergers and acquisitions, securities matters, commercial lending and creditors’ rights, commercial real estate and development, governmental regulatory matters, commercial litigation and dispute resolution, intellectual property strategy and enforcement, entertainment and environmental matters. Our client base reflects the firm’s deep understanding and coverage of today’s leading industry and business segments. For more information, visit www.bonelaw.com.