Navigating a Perfect Storm - Estate and Asset Protection Planning in a Pandemic

May 21, 2020

Carole M. Bass, Gideon Rothschild, Daniel S. Rubin, Irving Sitnick, and Ira W. Zlotnick


The new “Pandemic Paradigm,” including a perfect storm of historically low interest rates, depressed asset values and an almost certain future reduction in estate and gift tax exemptions, presents a once in a lifetime limited opportunity to pass significant wealth to future generations on a tax free basis.  The only question is who will take advantage of the opportunity, and who will be frozen into inaction.

This webinar will discuss how existing estate plans must be reviewed to ensure optimal benefit in light of the pandemic, as well as cutting edge strategies for wealthy individuals to save estate, gift and generation-skipping transfer taxes and to protect assets from potential future creditors, all the while retaining maximum access and control of their wealth.

Date: Thursday, May 21, 2020

Time: 1:00 pm (EST)

To register please click here.

After registering, you will receive a confirmation email containing information about joining the webinar.

For the webinar slides, please click on the pdf below.

Click here for a recording of the webinar.

PDF File View as PDF