Robert G.Alexander Webinar
The EPCNN and this month’s sponsor Anderson, Dorn & Rader, Ltd, are pleased to make this month’s NAEPC Bob Alexander Webinar available to our members free of charge. If you plan to attend, please register below and join us. Again, this event is being offered free of charge for EPCNN members.
Lunch will be served.
Estate Planning Through an Asset Protection Lens - It's Not Just Self-Settled Trusts"
Expertise offered by:
Gideon Rothschild, JD, CPA, AEP® (Distinguished)
About the program:
With estate taxes impacting fewer clients, estate planners need to consider asset protection as integral to the estate planning process and tailor appropriate strategies to each client's individual situation. Many new developments among the states offer unique strategies in addition to self-settled trusts, including inter vivos QTIP trusts, reciprocal (but not reciprocal) trusts, and third party discretionary trusts. As will be seen in this intermediate/advanced webinar, one size does not fit all.
About the speaker:
Gideon Rothschild is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group. He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts. Mr. Rothschild is a past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers.