Making the Estate Plan Work Harder in the Face of Constant Change And How to Fix What is Broken Audio CD

    Making the Estate Plan Work Harder in the Face of Constant Change And How to Fix What is Broken Audio CD

    Making the Estate Plan Work Harder in the Face of Constant Change And How to Fix What is Broken Audio CD

    From increasing life expectancies to ever-changing tax laws, our challenge is to help clients face new realities in 2012 and beyond. Please join our panel of experts as they discuss how to: Supercharge estate planning techniques by integrating investment, tax, asset protection and second-look engineering; Maximize the effectiveness ...
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    From increasing life expectancies to ever-changing tax laws, our challenge is to help clients face new realities in 2012 and beyond. Please join our panel of experts as they discuss how to:
    • "Supercharge" estate planning techniques by integrating investment, tax, asset protection and "second-look" engineering;
    • Maximize the effectiveness of wealth transfer strategies by carefully determining the allocation of funds and selection of investment assets;
    • Take advantage of opportunities arising under the tax laws;
    • Minimize assets exposed to divorce and creditors; and
    • Fix "broken" trusts.
    MODERATOR: Sharon L. Klein, Lazard Wealth Management, LLC, New York, NY OUR EXPERTS:Benjamin G. Carter, Winstead PC, Dallas, TXAndrew M. Parker, Lazard Wealth Management, New York, NYMark R. Parthemer, Bessemer Trust, Palm Beach, FLGideon Rothschild, Moses & Singer LLP, New York, NY Speakers and topics are subject to change.

    Product Details

    Product Code

    5430618AUD

    Publication Date

    10/1/2012 12:00:00 AM

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