||Wednesday September 30, 2020
Brett D. Mulberg
Vice President & Senior Estate Advisory Specialist, Wells Fargo Private Bank
Senior Vice President & Senior Wealth Planning Strategist, Wells Fargo Private Bank
Senior Vice President & Senior Regional Fiduciary Manager, Wells Fargo Private Bank
Elena V. Toulios
Senior Vice President & Senior Estate Advisory Specialist, Wells Fargo Private Bank
Richard R. Shu
Barulich Dugoni & Suttmann Law Group, Inc.
Wealth transfer advisors focus on achieving their client’s goals and objectives while minimizing income and transfer taxes. Emphasis is often on the initial planning and drafting of the client’s estate planning documents and not the ultimate implementation and administration of the client’s overall wealth plan. Sometimes the best intended plan goes awry because of the failure to consider how the plan impacts existing credit, the ability to secure future lending, family dynamics, diversification and a panoply of other issues. Our discussion will focus on issues professional fiduciaries wish advisors would consider when advising clients and drafting their documents.
We hope to achieve the following learning objectives: 1. Attorneys will hopefully come away from this presentation with a better understanding of how to draft documents to avoid ambiguities and unintended consequences; 2. Advisors and fiduciaries will develop an appreciation for the risks inherent in their roles and how to mitigate this risk while advancing the interests of the client; and 3. Client advisors (attorneys, accountants, financial advisors) will have a better understanding of how they can effectively partner together to achieve the goals and objectives of their client.
- Powers of Appointment
- Tangible Personal Property
- Estate Tax Apportionment
- Needs of Minors and Dependents
- Discretionary Distributions
Simon Mayali, Sideman & Bancroft, LLP & Richard Shu, Barulich Dugoni & Suttmann Law Group Inc.
For a printable flyer, click here.
Event Code: B201235
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