Webinar: The Multidisciplinary Team Approach to Estate Planning

Date: Thursday, September 20, 2018
Time: 1:00pm - 2:00pm
Speaker: S. Mark Alton, Theodore Kurlowicz, Blake Melton, John A. Warnick and Moderator John T. Midgett

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The Tax Cuts and Jobs Act of 2017 provided sweeping changes to individual, business, and estate, gift, and GST taxes. This legislation is a doubled-edged sword.  It appears to eliminate transfer tax planning for 99.7% of the population but, on the other hand, creates significant practice opportunities for both UHNW and HNW clients as well as the mass affluent.

The opportunities are threefold.  First, more sophisticated planning at the high end which demands - and benefits - from a multidisciplinary approach.  Second, for the rest of the population there’s often ignored compliance and record-keeping challenges which require greater collaboration among the advisory team.  Third, at all levels of wealth there is an opportunity to provide clients with what many seek but can’t find:  purposeful planning that includes legacy, philanthropic, and relational goals.  More and more advisors are waking up to these opportunities but don’t fully understand what’s possible or what’s needed to provide what clients both need and want.

Taxes never should’ve been the primary driver of estate planning objectives and solutions. The nature of the “Act” has created tremendous uncertainty and polarization in the planning world.  This webinar will address those concerns, and focus on practical but overlooked opportunities which surveys are suggesting clients want. 

Attendees will learn:

  • Purposeful planning for meeting the client’s challenges and objectives - how to ask the right questions and engage planning team members to address this task.
  • Increased awareness about the interactions, interdependencies and interrelationships between and amongst all of the professionals and their respective disciplines, as well as how actions we take today have different consequences over the short and long term, and in different parts of the system.
  • Tax compliance issues for estate planning for estates that may not be burdened by federal wealth transfer taxes. This would include gift tax compliance, record keeping for basis, and recommended appraisal of family assets.
  • Trust planning A-Z - matching the acronyms with client solutions.

Trusts & Estates has applied for continuing education credit for CFP®, CIMA®, CPWA®, and AEP® designees.

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