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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