Estate Planning in a Declining Market



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Credit Details
Credit Hours:
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
Original Air Date:
November 17, 2022
Accredited In:

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

A declining market can increase demand for estate planning services. This presentation will explore ways in which advisers can help clients with estate planning strategies that are already in place when they are faced with a loss in value or market volatility. We will review strategies for getting a ?do-over? on gifts, stopping the decline in value of assets that have already been transferred and efficiently applying generation-skipping transfer tax exemption after a loss in value. We will also examine client considerations in making new gifts in a declining market.

Meet the Speakers
Laura Stone


Partner Citrin Cooperman Advisors LLC

Laura Stone brings over 15 years of experience to Citrin Cooperman’s Woodland Hills, CA office, specializing in real estate and international tax reporting. Laura services both tax and audit clients, advising them with both her strategic and transactional knowledge.

Laura works with a wide range of clients, from small start-ups to large corporations and high net worth individuals. She helps clients develop strategies to mitigate tax, as well as educating them about tax laws and accounting guidelines.

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Bridget Devoy


Counsel McDermott Will & Emery LLP

Bridget K. Devoy focuses her practice in the areas of estate planning, trusts, charitable foundations, tax planning and estate administration. Bridget enjoys working with individuals and families to help them create sophisticated, tax-efficient estate plans that also achieve a client’s non tax goals, such as family harmony, personal growth of beneficiaries, and leaving a lasting philanthropic impact. She is particularly skilled in advising philanthropists and charitable organizations on charitable giving, including negotiating and drafting complex gift and grant agreements. Bridget also helps her clients create tax exempt entities and advises on tax exempt governance, grantmaking, and related tax compliance.

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Elizabeth Glasgow


Partner McDermott Will & Emery LLP

Elizabeth R. Glasgow focuses her practice on multigenerational wealth preservation and tax minimization, including the creation and implementation of dynasty trusts, business succession plans, asset protection strategies and charitable giving structures for business owners, real estate investors, entrepreneurs, and families managing inherited wealth. She provides comprehensive advice on a wide range of issues facing mobile high net worth individuals and geographically dispersed families, including coordinated income tax planning across multiple jurisdictions. She is also an experienced counselor to the non profit community and works with a variety of tax-exempt entities in fulfilling their charitable missions by ensuring proper formation and management of their organizations.

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This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

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