COVID-19 & Election Year Wealth Transfer Strategies

08 May 2020 by Brooke Morimoto

Depressed prices, lower interest rates, and an election year: these economic shake-ups are creating unique wealth transfer opportunities for advisors and their clients. Listen to this on-demand webinar to hear experts from Day Pitney, Mazars, and BNY Mellon Wealth Management discuss adaptive solutions for private clients.

The discussion includes strategies on:

Estate and wealth transfer planning
Depressed valuations
Low interest rates
Scenario planning depending upon election results
What should be done now vs. post-election

Panelist include:

Richard Bloom, Partner, Estate & Tax Planning, Mazars USA
Jere Doyle, Senior Vice President & Estate Planning Strategist, BNY Mellon Wealth Management
Amy Lonergan, Partner, Estate & Tax Planning, Day Pitney
Moderated by Jeff Carson, Senior Vice President, Diversified Trust

View full screen video here.

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`COVID-19 & Election Year Wealth Transfer Strategies`

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