Webinars With Industry Experts

Covid Crisis Estate Planning With Gideon Rothschild

Covid crisis estate planning requires a financial professional to know how to solve the most common problems clients face amid the outbreak as well as ensuring a client’s documents are in order.
  
At this class, you’ll learn about Covid estate planning issues, including:
• Common estate planning questions clients are asking
• Virtual execution of documents
• Increased gift exemption subject to significant reduction after election
• Asset titles checkup
• SECURE Act dynamics
• Covid’s effects on asset protection 
 
In addition, you’ll learn about the personal questions a financial and tax planner to UHNWIs must ask clients amid the virus crisis. 
 
Gideon Rothschild, Esq., co-chairs the Trusts & Estates and Wealth Preservation Group at the NYC law firm of Moses & Singer LLP. Gideon is a past chair of the American Bar Association’s Real Property Trust & Estate Law Section, former adjunct professor in estate planning at New York Law School and University of Miami School of Law, and a certified public accountant, Distinguished Accredited Estate Planner and a nationally recognized authority on asset protection.  
 
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.
 
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*The first eight minutes of this session discusses upcoming and recent webinars and client marketing solutions, and is not included in the time calculation for Continuing Education credit.

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