Estate Planning and the Banking Crisis: Challenges and Opportunities
Outright and Split-Interest Gifts, Structuring Trusts, and More
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE webinar will provide estate planners and advisers guidance on estate planning considerations in a time of banking uncertainty. The panel will discuss the impact of a banking crisis on estate planning and administration in light of the recent collapse of Silicon Valley Bank and offer critical planning strategies and considerations for estate planners and advisers. The panel will analyze gifting techniques and trust structures as well as planning opportunities in a world of banking uncertainty.
Outline
- Impact of banking crisis on estate planning and administration
- Outright and split-interest gifts
- Structuring trusts and key provisions
- Practice risk management during these times
- Tax considerations
- Next steps and pitfalls to avoid for estate planners
Benefits
The panel will discuss these and other key issues:
- What impact does a banking crisis have on estate planning?
- How can assets be protected and what are the associated challenges for estate planners?
- What estate planning opportunities are presented?
- What are the critical provisions when structuring trusts?
- What are the key tax considerations and pitfalls to avoid?
Faculty
Benjamin A. Cohen-Kurzrock, JD, CPA
Attorney
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian
Mr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
| Read MoreMr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
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Lawrence M. Lipoff, CPA, TEP, CEBS
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high net worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely-held businesses in the areas of income tax planning and compliance, estate planning and administration services, consultation regarding formation of family trusts and philanthropic structures. He is a frequent lecturer and author of articles published through professional forums on topics that include preparation of 1040/1041 & 706/709 returns, IRA/pension distribution, domestic and international asset protection, business succession, generation-skipping transfers, S corporation and fiduciary taxation including foreign trusts, alternative minimum tax, Chapter 14, family limited partnerships, international estate planning and administration, grantor charitable lead trusts, captive insurance companies, private placement life insurance and carried interest estate planning for private equity and hedge fund principals.
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