Webinar

The State of Your Estate: Strategically Optimize and Protect Your Assets in a Changing Climate

Please join Blank Rome Partners Marilyn Chinitz and Sean Weissbart, along with Grace Sterritt, Managing Director at CSM Capital Corporation, for the informative and engaging webinar “The State of Your Estate: Strategically Optimize and Protect Your Assets in a Changing Climate” on Thursday, April 8, 2021, at 11:00 a.m. EDT (8:00 a.m. PDT / 10:00 a.m. CDT).

With a new administration in Washington, D.C., comes new challenges and opportunities. One area that merits attention is your estate plan. Even during this time of uncertainty regarding future legislation, the strategic use of select trusts and asset protection vehicles should be considered to maximize tax benefits before they go away and protect your wealth for generations to come.

Marilyn, Sean, and Grace will discuss:

• Up-to-the-minute strategies and practical information you can use to maximize trusts in your estate plan
• Asset protection in an uncertain political climate
• Strategies to take advantage of historically low interest rates

To watch a recording of the webinar, please go to the webinar on-demand registration page here.

QUESTIONS?

Please contact Lisa Bochner by e-mail.