Estate Planning and the Banking Crisis: Challenges and Opportunities
Outright and Split-Interest Gifts, Structuring Trusts, and More
Recording of a 90-minute CLE/CPE video webinar with Q&A
This CLE/CPE webinar will provide estate planners and advisers guidance on estate planning considerations in a time of banking uncertainty. The panel will discuss the impact of a banking crisis on estate planning and administration in light of the recent collapse of Silicon Valley Bank and offer critical planning strategies and considerations for estate planners and advisers. The panel will analyze gifting techniques and trust structures as well as planning opportunities in a world of banking uncertainty.
Outline
- Impact of banking crisis on estate planning and administration
- Outright and split-interest gifts
- Structuring trusts and key provisions
- Practice risk management during these times
- Tax considerations
- Next steps and pitfalls to avoid for estate planners
Benefits
The panel will discuss these and other key issues:
- What impact does a banking crisis have on estate planning?
- How can assets be protected and what are the associated challenges for estate planners?
- What estate planning opportunities are presented?
- What are the critical provisions when structuring trusts?
- What are the key tax considerations and pitfalls to avoid?
Faculty
Benjamin A. Cohen-Kurzrock, JD, CPA
Attorney
Gunderson Dettmer Stough Villeneuve Franklin & Hachigian
Mr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
| Read MoreMr. Cohen-Kurzrock is a corporate and securities associate in the San Diego office.
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Lawrence M. Lipoff, CPA, TEP
Director
CohnReznick
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private... | Read More
With more than 30 years of experience, Mr. Lipoff specializes in the delivery of domestic and international private client services to enable high-net-worth individuals and families to maximize their new or generational wealth. He provides strategic advice to his clients and their closely held businesses in the areas of income tax planning and compliance, estate planning and administration services, as well as family structure consulting. Through many years in practice, he synthesized the work of various related professionals, and their firms integrate several planning strategies into solutions that maximize value. Mr. Lipoff is a frequent lecturer and author of articles published through professional forums on topics including domestic and international - estate planning and fiduciary income taxation including constructive attribution rules for foreign trusts, Forms 3520 & 3520-A, Graegin Loans, business succession, generation-skipping transfers, Chapter 14 and carried interest estate planning for private investment fund principals, preferred freeze partnerships, and private placement life insurance.
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