Baby Just Say Yes – An Estate Planning Playbook for Taylor, Travis and Your High-Net-Worth Clients
Category: On Demand
Member Price: $140
Non-Member Price: $175
Areas of Law: Estate Law, Taxation
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2 hours of total CLE credit (Full Credits Available: NJ General: 2.0). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 2.0 |
| PA CLE: | PA Substantive Credit: 1.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Featured Speaker
Moderator
Presenters
- Russell J. Fishkind, Esq.
- Saul Ewing LLP, Newark
- David M. Wildstein, Esq.
- Wilentz Goldman & Spitzer, Woodbridge
Long before the guests arrived at Madison Square Garden, lawyers and accountants for Taylor Swift and Travis Kelce were hard at work protecting the value of the famous couple’s intellectual property from estate and gift tax while simultaneously shifting the income burden.
In this program, noted estate planning lawyer Russell Fishkind will show you how to prepare an estate plan for your high-net-worth clients. The set list requires both protection and preservation of separate property by using a prenuptial agreement, a spousal lifetime access trust and an intentionally defective grantor trust, just in case they go from “Love Story” to “Never Ever Getting Back Together.”
Blending principles of matrimonial law, estate and gift tax law with valuation discount, this program is sure to score a touchdown when estate planning for your high-net-worth clients.