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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

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Conducted on Tuesday, June 13, 2023

Recorded event now available

or call 1-800-926-7926

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.


The sudden collapse of Silicon Valley Bank and Signature Bank has a significant impact on estate and tax planning but also presents opportunities. Estate planners and advisers must understand the impact of banking uncertainty on estate planning and implement strategies to protect client assets and implement best practices towards passing wealth to next generations based upon current opportunities the uncertainty presents.

Generally, those who own certain assets can leverage depressed shares to make gifts that will appreciate and obtain income tax benefits if structured properly. Gifting can be done by making an outright gift or a gift over time. Any gift tax due will be based on the fair market value of the assets transferred as of the day that the transfer takes place.

In addition, making split-interest gifts may also provide certain advantages. This method allows the splitting of the interest in the gift between current beneficiaries and remainder beneficiaries, which could reduce the actual gift value. Estate planners must understand how to use these gifting techniques, certain trusts, and other available planning methods in light of banking uncertainty.

Listen as our panel discusses the impact of a banking crisis on estate planning and administration as they offers critical planning strategies and considerations. The panel will also analyze gifting techniques, trust structures, and planning opportunities.



  1. Impact of banking crisis on estate planning and administration
  2. Outright and split-interest gifts
  3. Structuring trusts and key provisions
  4. Practice risk management during these times
  5. Tax considerations
  6. Next steps and pitfalls to avoid for estate planners


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?


Cohen-Kurzrock, Benjamin
Benjamin A. Cohen-Kurzrock, JD, CPA

Gunderson Dettmer Stough Villeneuve Franklin & Hachigian

Mr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.

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Lipoff, Lawrence
Lawrence M. Lipoff, CPA, TEP, CEBS


With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private...  |  Read More

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