COVID-19 & Election Year Wealth Transfer Strategies

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