April Virtual Chapter Meeting

A well-structured and implemented estate plan provides flexibility to address changes in an individual’s life and family circumstances over time.   These estate plans often involve a combination of strategies necessary to properly care for the personal and financial well-being of individuals and families. In addition to basic estate plans, which often include last will and testaments, revocable trusts, durable powers of attorney, living wills, and health care surrogate designations, individuals often benefit from the use of more complex estate and gift tax planning strategies. Such tax planning strategies may include lifetime gifting to children and grandchildren, estate freezing, life insurance trusts, charitable gifts, and closely held business succession planning.

In this presentation, we will explore what “estate planning” means to an attorney and how an attorney partners with professional service providers to offer comprehensive estate plans for mutual clients.  We will cover various estate planning strategies, family dynamics challenges, estate and gift tax considerations, asset titling, the key players in estate plans, as well as the risks and unintended consequences of not having an updated estate plan in place.  Please join us for this insightful presentation as Megan Flynn McAteer, J.D., LL.M. shares her expertise and experiences from advising clients for over twenty years.