LIVE Webcast: Wealth Transfer Planning in the Current Economic Environment
Join PKF O’Connor Davies for a live webcast exploring the importance of reviewing individual and family estate plans given the pandemic’s effect on markets and the economy. Our specialists will share innovative wealth transfer solutions in light of ongoing market volatility, falling asset values and a low interest rate environment. They will answer commonly asked questions on effective planning strategies and immediate actions to consider.
Topics Include:
- A Closer Look at Estate, Gift and Generation-Skipping Transfer (GST) Exemptions
- Planning in the Current Environment
- Intra-Family Loans
- GRATs
- Sales to Intentionally Defective Grantor Trusts
- Charitable Lead Annuity Trusts
- Review of Core Documents: Last Will and Testament/Revocable Trusts, Durable Power of Attorney, Health Care Proxy, Designated Beneficiary Forms and Asset Titling
Presenters:
Gemma Leddy, CPA
Partner-in-Charge, Family Office
914.341.7073 / gleddy@pkfod.com
Alan S. Kufeld, CPA
Tax Partner, Family Office
646.449.6319 / akufeld@pkfod.com
Lucille Murray
Tax Principal, Family Office
914.341.7034 / lmurray@pkfod.com
Christine G. Pronek, CPA, MST
Partner-in-Charge, Trusts & Estates
908.967.6806 / cpronek@pkfod.com