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Brown Bag Lunch - November 2024

June 3, 2025 | Rebecca Kennedy, Adair Goldblatt Bieber LLP

In November, estates and trusts practitioners met for the OBA’s monthly Brown Bag Lunch, ready to discuss a variety of interesting questions and practical scenarios. 

The discussion for this month kicked off with one attendee asking for suggestions regarding a complicated file involving tax and estate planning for a client who owned US stocks. BBLers brainstormed and suggested some possible approaches for the attendee to investigate further. 

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