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Estate, Income & Financial Planning for the "99%": A Panel Discussion of Issues Facing Clients With Less Than $5 Million
Date
May 21, 2013
This spirited session will involve a rapid-fire discussion among an expert panel regarding planning strategies for clients of more modest wealth. Topics to be discussed include estate planning using marital trusts, lifetime gifting and disclaimers; income tax considerations for clients in this wealth strata and financial planning concerns including maintaining adequate lifetime resources, long-term care insurance and other elder law concerns. Will drafting issues will be also analyzed. Ample time will be afforded for audience questions.
Speakers
Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished)
Shareholder and Director, Meara Welch Browne, P.C.
Jackie A. Patterson, CPA, JD
Partner, Buchanan & Patterson, LLP
Bernard A. Krooks, LL.M. (Taxation)
Founding Partner, Littman Krooks, LLP
Partner, Rowlands, LeBrou & Griesmer, PLLC
Senior Director/Family Wealth Strategist, BNY Wealth
Steven Siegel, J.D., LL.M. (Taxation)
President, The Siegel Group
Specialties
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