ENG2220. Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

To submit a question or participate in polling, click the link above. This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.


Learning Objectives:

  • Identify both short and long-term estate planning opportunities for clients
  • Formulate a strategy for creating holistic and multigenerational client plans
Date/Time
–
CPE Credits
1.5
NASBA Field of Study
Taxes
Level
Intermediate
Advanced Preparation
None
Session Tags
PFP
EST
TAX
EA
ENG Crossover
Speakers
Image of Natalie Perry

Natalie Perry

CPA (registered)
Partner
Harrison & Held LLP
Image of Paige Goepfert

Paige Goepfert

CPA, MST, CSEP
Managing Director
Andersen
Image of Lisa Featherngill

Lisa Featherngill

CPA/PFS, CFP (R)
National Director of Wealth Planning
Comerica Bank