The Perfect Storm: Why Now May be the Best Time for Estate Planning

Topic:

This presentation is the fourth of an eight-part series exploring the impact of COVID on various legal focuses.

This presentation will examine changes in estate planning from the context of business valuations.  The presentation will look at economic and legal changes and how they have affected business value as a result of COVID-19.  The attendees will understand why now might be the best time for estate planning and also get an overview of important concepts that are considered in business valuations.

Focus: Estate and Gift Tax Planning

Space for this series is limited, be sure to sign up quickly! To sign up, please click here.

Moderator:

• Brian G. Broxterman, CFA, ASA

  As Director of Vallit’s Denver, Colorado office, Brian G. Broxterman provides appraisal services for interests in closely held businesses for various purposes including estate and gift tax planning, owner disputes, marital property divisions, damage calculations and financial reporting valuations conforming to ASC 360, ASC 718, ASC 805, and ASC 820. Mr. Broxterman holds the Chartered Financial Analyst® designation and is an Accredited Senior Appraiser with the American Society of Appraisers.
  Learn more about Brian here. 

Presenters:

• Chris Rosenthal, CPA/ABV/CFF, ASA, AEP

  As a managing member at Vallit Advisors, Chris Rosenthal has over 30 years of dispute consulting, forensic accounting and valuation experience. Chris’s practice is focused on dispute consulting and expert witness testimony in a wide variety of complex litigation matters.
  Learn more about Chris here. 

• Lisa Whitcomb

  Lisa M. Whitcomb is Director of Wealth Strategy for Glenmede Private Wealth. In this role, she oversees tax, estate and financial planning, and is a senior advisor for fiduciary and estate matters across all Glenmede’s offices. Ms. Whitcomb is a member of the firm’s Management Committee, an eight-member executive team responsible for the development and execution of the firm’s business strategy. She is also a member of the Private Wealth Operating Committee and a key contact for Glenmede’s strategic international alliance with Stonehage Fleming.
  Learn more about Lisa here. 

• Frederick R. Franke, Jr., Esquire

  Mr. Franke is a Partner at Franke, Sessions and Beckett LLC,  a law firm in downtown Annapolis. The firm’s practice is exclusively the law of estates and trusts. Within this niche practice, the firm provides a wide range of services: planning, administration and litigation.
  Learn more about Fred here.