COVID-19 & Election Year Wealth Transfer Strategies

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COVID-19 & Election Year Wealth Transfer Strategies

 Depressed prices, lower interest rates, and an election year: these economic shake-ups are creating unique wealth transfer opportunities for advisors and their clients. Join us on May 8^th at 1pm ET to hear experts from Day Pitney, Mazars, and BNY Wealth Management discuss adaptive solutions for private clients.  This discussion will include 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