Webinar: Executive Benefits Strategies Every Estate Planner Must Know

Estate Planning Council Members Trainings

Speaker: Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

Increasingly, estate planners encounter executive benefits in their practices. Whether your client is an entrepreneur seeking strategies to recruit, retain, and reward employees in this competitive employment environment, a business owner considering transitioning his/her/their company to the management team, or an executive integrating their benefits into their estate plan, all practitioners need to understand the options available, the best fit for the client situation, and the tax and legal implications for the client’s plan.  During this presentation, I will provide an overview of each strategy, the relevant tax, legal and accounting consequences, and the advantages and pitfalls you may encounter in your practice.