Understand how to avoid an outdated estate plan, and how to fix a plan that may already be outdated.
Whether you are an attorney, estate planner, accountant, president, vice president, CFO, controller, business owner or manager, tax manager, financial planner, or lender, it is important to know of the legal dangers and risks associated with an estate plan that is outdated. The program will provide insights on how to identify if your estate plan is outdated and what happens if the laws have changed but your estate plan didn’t? It will provide you with examples and case studies of outdated plans as well as methods for updating those outdated estate plans.
Learning Objectives
- You will be able to review items to consider when you move to another state of country.
- You will be able to identify what to do if you have a change in assets.
- You will be able to explain how to handle a change in family dynamics.
- You will be able to discuss changes in the law impacting estate plans.
Agenda
- Move to Another State (or Country)
- Change in Assets (Including the Sale of a Business)
- Change in Family Dynamics or Family Members (Including Divorce)
- Change in the Law (Including Changes in the Tax Law and Estate Tax Exemption Amounts)
Speakers
Jo Ann Gambale, Esq.,
Greenbaum, Rowe, Smith & Davis LLP- Counsel at Greenbaum, Rowe, Smith & Davis, LLP
- Practice emphasizes all aspects of taxation, estate planning, and estate administration
- Conducts seminars and workshops on estate planning, taxation, and formation of partnerships and LLC’s
- Past Executive Committee Member of the California State Bar Taxation Section; Past co-chair of the San Diego County Bar Association Tax Section
- LL.M. degree in taxation, University of San Diego; J.D. degree, Georgetown University Law Center
- Can be contacted at 732-476-2488 or jgambale@greenbaumlaw.com
Who Should Attend
This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners and lenders.
