Estate Planning in a Declining Market

$45

Free for Most Members Join first, then login to BHBA+ to access this series.
According to our records, you are a Array and qualify for unlimited, free CLE OnDemand.
Estate Planning in a Declining Market
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.

Speaker(s)
14

|

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.

... Read more
13

|

Partner McDermott Will & Emery LLP

Bridget K. Devoy represents private foundations, public charities, hospitals and other healthcare organizations, museums, schools, social welfare organizations, and other tax-exempt organizations in a wide variety of legal matters. She provides advice on governance, domestic and international grants, contractual and regulatory issues, tax compliance, and legal ethics. Bridget often serves as outside general counsel to her clients and particularly enjoys acting as a strategic advisor to innovative nonprofits in both the start-up and growth phases. 

She also advises individuals, family offices, and businesses on charitable giving, tax and estate planning, estate administration, and arts and entertainment-related matters.

Bridget excels at helping clients resolve conflicts and is particularly skilled at mediating and settling emotionally fraught and complex disputes. Bridget represents clients in front of both federal and state regulators and helps client victims investigate and address potential instances of ethical violations, self-dealing, undue influence, and fraud.

Prior to McDermott, Bridget served as general counsel at a national children’s charity and as assistant general counsel at a major entertainment studio.   Bridget is active in her local community and is particularly passionate about helping organizations focused on foster youth, health and wellness, international affairs, and the arts.

... Read more
Elizabeth Glasgow

|

Buchalter

Elizabeth Glasgow is a Partner at Buchalter and national Co-Chair of the Trusts and Estates Group, where she advises ultra-high-net-worth individuals, families, and entrepreneurs on complex wealth transfer strategies, tax minimization, business succession planning, and charitable gift structures. A Fellow of the American College of Trust and Estate Counsel (ACTEC), Elizabeth is consistently recognized as a leading authority in her field, having been repeatedly ranked as a top California attorney by Chambers High Net Worth and honored nationally by The Best Lawyers in America. She is a sought-after lecturer on complex wealth transfer and tax strategies, with recent presentations at the American Bar Association, the USC Tax Institute, and the National Association of Estate Planning Councils.

... Read more
Accreditation
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
November 17, 2022
Accredited in:
California
You May Also Like

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

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.

Award-Winning. Nationally Recognized. Always Relevant.

The Beverly Hills Bar Association (BHBA) is an award-winning leader in continuing legal education. Designed by experts from 45 sections, BHBA CLEs go beyond the standard check-the-box format. Each program delivers timely, relevant, and practical insights on today’s most pressing legal issues—giving you a real edge in your practice. With over 1,000 multi-state accredited CLEs spanning dozens of practice areas, BHBA offers engaging programs delivered by top legal experts from across the country. Whether live, OnDemand, or via podcast, you can watch or listen whenever—and wherever—it works for you.

Track your credits automatically with a personalized dashboard that lets you monitor progress, view deadlines, and access certificates—all in one place.

Built for lawyers, by lawyers, to keep you ahead.