Estate Planning in a Declining Market

Tuesday, November 15, 12:30 pm - 1:30 pm Pacific via ZOOM

Register to Attend

This program is FREE for BHBA Members and $35 for Non Members. Reminder: BHBA members get access to all live webinars for free. Join at www.bhba.org/join

Earn 1.0 CA CLE Hours, including Estate Planning, Trust and Probate Law Specialization

Meet the Speakers

Elizabeth Glasgow


Partner

McDermott Will & Emery LLP

Bridget Devoy


Counsel

McDermott Will & Emery LLP

Laura Stone


Partner

Citrin Cooperman Advisors LLC

About the Program

A declining market can increase demand for estate planning services. This presentation will explore ways in which advisers can help clients with estate planning strategies that are already in place when they are faced with a loss in value or market volatility. We will review strategies for getting a “do-over” on gifts, stopping the decline in value of assets that have already been transferred and efficiently applying generation-skipping transfer tax exemption after a loss in value. We will also examine client considerations in making new gifts in a declining market. 

Section Sponsors

This program is presented by the Trust & Estates section, chaired by Andrew G. Smith and Dina Y. Nam. Find out more about the section at www.bhba.org.

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MCLE CREDIT: This activity has been approved for participatory Minimum Continuing Legal Education credit by the State Bar of California in the amount shown above and the Beverly Hills Bar Association certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. Copyright © 2022 Beverly Hills Bar Association. All rights reserved.