PFP & PFS Chairs Update and Distinguished Service Award

This session focuses on the top estate planning issues -both quantitative and qualitative - when advising multi-generational families. We will explore the concepts and the financial implications of several strategies that will be affected by TCJA Sunset…

This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan…

This session will explore both the quantitative and qualitative issues involved in keeping a family vacation home in the family. We will explore techniques for transferring the home, income tax issues as well as important issues the family needs to continuously navigate to maximize harmony…

This session will focus on 5 questions to use with clients to initiate an estate planning conversation. We will discuss estate tax rules today and focus on planning in advance of scheduled sunset of several provisions…