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Simplicity and Success: A Plethora of Estate Planning Opportunities in the New Tax Landscape

July 18, 2018 @ 9:00 am - 10:00 am

Program Overview
Since the dust has settled on the Tax Cuts and Jobs Act of 2017, clients have turned their attention to adapting their estate plans to take advantage of the new tax landscape. Clients are streamlining documents and looking for tools and techniques that maximize planning opportunities. During this presentation we will review key planning concepts, consider strategies for existing clients, discuss planning opportunities that generate new life insurance sales, and examine a few traps for the unwary!

 

Attendees will learn:

  • The impact of the increased exemptions, including how states will respondand the impact of the 2026 rollback to previous levels.
  • Opportunities to lock in their current exemptions and possibly avoid future transfer taxes, such as lifetime gifts, dynasty trusts, and the gift of lowbasis assets.
  • How life insurance policies can be used in estate planning beyond the traditional use of paying the estate tax.

 

Featured Speaker:

Kathleen W. Bilderback, JD, LLM, AEP, is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners, and executives at every stage of their life cycles. Kathleen specializes in estate, business, and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice. Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LLM in Taxation from the Washington University School of Law in St. Louis. She is a member of the Missouri, Illinois, and Pennsylvania bars. She is a nationally recognized speaker and author and adjunct professor in the LLM program at Washington University’s School of Law. Kathleen is a member of the Business Insurance & Estate Planning Committee of AALU, and was selected as a Registered Player Financial Advisor for the National Football League Players Association. She currently serves as the Chair of the St. Louis Children’s Hospital Legacy Advisors Board, on the Board of Directors of the St. Louis Children’s Hospital Foundation, and is Immediate Past President of the Society of Financial Service Professionals-Greater St. Louis Chapter.

 

CE Credits:

No CE Credits are available for this program

 

Registration Fee (includes PowerPoint and Continental Breakfast)

Members: Free (included with membership); Guests: $20

$5 extra for CE

RSVP: Nancy Williamson, Esq. Board Member

Email: nlwlaw@gmail.com

Details

Date:
July 18, 2018
Time:
9:00 am - 10:00 am
Event Categories:
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Organizer

Silicon Valley FSP Chapter

Venue

Office of Jesse G. Dogillo, CFP®
102 Persian Dr., Suite 204
Sunnyvale, CA 94089 United States
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