PPT-WEALTH AND ESTATE PLANNING BY GLOBAL FAMILIES

ON 3 rd JULY 2015 BY SUSHIL LAKHANI INTERNATIONAL FISCAL ASSOCIATION EASTERN REGION CHAPTER Current Scenario Attack on Tax Planning A OECD initiatives Base Erosion and Profit Shifting BEPS Action Plan 2 . Tools for Local Council. John F. . Pyfer. , Jr.. Chairman of Major Gifts & Endowment. Northeast Region, . BSA. Colin French. BSA Foundation. Local Council Wills & Bequests. The diamonds are in our backyards.. Why is Estate Planning Important?. It allows you, while you are still living, to ensure that your property will go to the people you want, in the way you want, and when you want. .. To control your personal and financial affairs after you no longer can because of death or incapacity (for yourself and your family). Dean Catalano joined . Wells . Fargo Private Bank in 2011 . and is currently a Wealth Advisor with the Wealth Management Group. Dean is responsible for advising affluent individuals and families on a broad range of wealth . Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . . IRS Circular 230 Notice: Chicago Estate Planning Council and its affiliates do not provide tax advice, and this communication cannot be used to avoid tax penalties. Consult with your legal or tax adviser before taking any action relating to the subject matter of this document.. Planning strategies to . connect. with the . next generation. Topics for today. Opportunity and obstacles with intergenerational wealth transfer. Keys to developing a family-focused practice. Financial planning strategies to . 10 Year Envisioned Future. 3-5 Year Strategy Map. FY14 Operational Objectives. Input was obtained from a broad mix of members globally, including components. Support and alignment at the local chapter, community and SIG level will strengthen our momentum. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. The Edge of the Fiscal Cliff. Presented by:. R. Hugh Magill. Executive Vice President and. Chief Fiduciary Officer. northerntrust.com. Demographic Trends. TRENDS. LEGAL ENVIRONMENT. IMPLICATIONS. Death & Taxes. POLICY BRIEFFEBRUARY 2013KNOWLEDGE ADVANCING SECURITY OPPORTUNITY AND EQUITYThe Roots of the Widening Racial Wealth Gap Explaining the Black-White Economic Divide31omas ShapiroTatjana Meschede Sam Oso According to the 2021 Canadian census, almost 12% of the nation’s families are stepfamilies – “blended families.” Those in in blended families ought to think ahead and confront challenging issues, such as estate planning. Edmonton families should establish clear plans early on to avoid serious difficulties that can occur when a parent or step-parent passes without a will. Castle Wealth Group Legal is a legal service that contributes to your betterment. The legal service has the best lawyers on board who help you with tailored solutions based on your concerns. R. Max Best. GOALS AND PURPOSES OF ESTATE PLANNING. Arrangement of one’s estate for disposition and management of property at death . The purpose of estate planning is to preserve and transfer the maximum amount of wealth for your beneficiaries and to reduce the stress of management for your heirs and beneficiaries, . !. Charitable Planning. August 5, 2021. Laura T. Godine. Director of Wealth Planning. Eaton Vance WaterOak Advisors. This material should not be considered legal or . tax . advice from the presenter or her employer, Eaton Vance .