Venue
Webinar

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Event Date Thu Oct 6 UTC (in 4 months)
In your timezone (EDT): Wed Oct 5 8:00pm - Wed Oct 5 8:00pm
Location Webinar
Region All
Details

In honor of National Estate Planning Awareness Week, this session will review the primary concepts a wealth professional or attorney needs to know to properly advise clients on their estate plan. The speakers will focus on how to talk with clients about planning, the critical issues the client needs to address, and how to simplify complex tax issues in discussions with clients.

Discussion Highlights:

• Effective use of trusts
• Marital/credit shelter planning and marital trusts
• Annual exclusion gifts and trusts to use with them
• Planning with life insurance and retirement accounts
• Asset titling and beneficiary designations
• Introducing the client to generation-skipping and charitable planning

Speakers

2022 Speakers

Thomas W. Abendroth
Partner, ArentFox Schiff LLP

Stephen W. Murphy
Partner, McGuireWoods