Creating an integrated Estate Tax Planning experience for your clients

Lunch and Learn Session

Creating an integrated Estate Tax Planning
experience for your clients

A case study of a complex family estate

Presented by: S. Katherine Campbell, Partner, North Berkeley Investment Partners and Susan von Herrmann, Partner, Perkins Coie

Join us for a unique and interactive discussion of personal, estate and tax planning with a complex client case study. We strive to create an integrated experience for the clients we share with other professionals. Every case is different, and yet every case yields insights that apply to other situations. This case highlights the process of selecting estate planning strategies for a client with significant net worth ($35M), challenges encountered putting elements of the plan into place, as well as positive and negative outcomes. Issues covered will include:

• Family structures
• Concentrated stock positions
• Entities and discounting
• Legal structures: GRATs, QPRTs, CRUTs, CRATs, IDGTs
• Charitable planning during life and at death

Our goal for this session is to tee up conversation among local professionals seeking to improve our collaboration on behalf of our clients, to promote networking among professionals who already do or in the future may work together, and generally learn from one another’s experiences.