Financial Professionals

Chapter events

Chapter meeting
March 17

Golden Valley Country Club
May be rescheduled for August or October
- watch your email for details.
11:30 am - 2:00 pm
Estate Planning Issues for 2020
Panelists: Michael Sampson JD, Sheryl Morrison JD, FCEP
Moderator: Rachel Dahl JD

As we enter 2020, what does the estate planning landscape look like? What tried and true tax and non-tax concepts are still relevant for our clients? How have changes in the financial and tax landscape affected our clients’ plans and how can we help our clients adapt? Are there creative planning ideas that we can introduce to maintain flexibility in the face of inevitable future change?

This experienced panel will discuss tax and non-tax strategies we can bring to bear for our clients, whether those who have large estates and are concerned about the federal estate and gift tax exemption sunset in 2025, those in the mid-range of wealth who are balancing income tax with federal and state estate tax changes in the 2017 tax act, or those reconsidering their planning for their retirement benefits in light of the SECURE act. In short, we will see and explore how the 2020 estate planning landscape looks through the 20/20 hindsight and foresight vision of our panel.

RSVP by March 13, 2020

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