April 2020

Wealth Planning Strategies During Challenging Times

This segment of our Tiedemann Advisors Speaker Series from April 23, 2020 focuses on various income tax and estate planning opportunities stemming from the current environment. In this webinar three senior members of our trust and estate planning team (Brittany Cook, Jim Bertles and Hayes Roberts) provide an overview how to take advantage of depressed asset values, what estate planning opportunities depressed assets along with low interest rates present, and what estate planning documents you should be reviewing now.

Listen to the webinar recording by clicking here.

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