Wealth Transfer Strategies in Our Brave New World
We are pleased to announce that Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC, will be our guest speaker on “Wealth Transfer Strategies in Our Brave New World” at our virtual “breakfast” meeting on Wednesday, March 24th, 8:30 a.m. to 9:30 a.m. Our program will kick off with networking at 8:30 a.m., following by the presentation from 8:45 a.m. to 9:30 a.m.
Stephen Napier, a member and chair of his firm’s Trusts & Estates Department, will discuss lifetime gifting strategies that can be used with clients to make use of their Connecticut and federal estate tax exemptions in light of potential tax reform.
Stephen practices in the areas of tax and estate planning, trust and estate administration and business succession planning and regularly advises individuals, families and business owners on the development of tax-efficient and practical wealth management strategies, lifetime wealth transfer planning and business succession planning, including the preparation of wills, revocable living trusts and irrevocable trusts. He also helps guide fiduciaries and beneficiaries through the trust and estate settlement and administration process, including probate and contested estate matters. Click here to learn more about our speaker.
Guest Attendees:
Due to the fact that we’ve had to move to all virtual programming, guests are welcome to attend our breakfast webinars at no charge. However, our guest policy remains essentially the same: guest attendance by a professional colleague is limited to two virtual events within a two-year period. Eligible guests and professionals that work or live in Fairfield County can apply for EPC-LFC membership by completing a membership application, accessible on our website (www.epclfc.org). Questions regarding membership or the application process can be addressed by Robin Sherwood, CFP®, our First Vice President, Membership, at 203-972-8262 or robin@htgadvisors.com.
Please click on the document link below for registration details for members and guests. Note, registration deadline is Monday, March 22nd.
