Annual Sponsors: Steve Fingerhut & Paige Fingerhut,CSULB OFfice of Planned Giving, and Manufacturers Bank

Planning for political uncertainty: The changing landscape of wealth transfer, taxation, and how to help your HNW clients prepare.

Date: Thursday, November 5, 2020
Time: 12:00pm - 1:30pm
Location: ZOOM - Guest Fee $30
Speaker: Leslie Gellar

Planning for political uncertainty: The changing landscape of wealth transfer, taxation, and how to help your HNW clients prepare.

With Leslie Gellar

***Friends of the council: email admin@eptclb.org to pay a reduced $30 guest fee for meeting access***

 

  • Overview of the tax planning and wealth transfer opportunities that leverage our current economic environment and provide flexibility in a time of political and legislative uncertainty. 
  • CARES and SECURE Acts, Biden’s tax proposal, and the potential changes to the gift and estate tax system, as well as how to position these topics and the related planning considerations with clients
  • Planning conversations you should be having with all clients before the end of the 2020 and tools and ideas to help you turn these planning conversations into measured action, by balancing a sense of urgency with careful analysis
  • Key issue-spotting techniques to help you identify the type of client to whom a planning conversation will be the most relevant

 

Leslie Geller is a wealth strategist at Capital Group. She has 13 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.

 

Thank you to this month's speaker sponsor

 

Thank you to our annual sponsors

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