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Lunch and Learn: Estate Planning Issues to Consider RIGHT NOW!
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8/4/2020
When: Tuesday, August 4, 2020
12:30 PM
Where: Virtual
United States
Contact: Caitlin Borger
8552930784


Online registration is closed.
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Estate Planners today face the confluence of three developments– a dramatic economic downturn affecting asset values, historically low interest rates, and an election that could materially change the Internal Revenue Code – that have created a unique planning environment.

 

This fast-paced and interactive presentation will address the following topics:

 

  • The U.S. estate tax exclusion after December 31, 2020
  • Potential changes to the taxation of capital gains and qualified dividends
  • Gifting illiquid assets today
  • GRATs and CLATs
  • Refinancing outstanding intra-family loans
  • Purchase of non-GST exempt assets by GST exempt Trusts
  • Stretching the GST exemption
  • Early termination of Charitable Remainder Trusts
  • Private Placement Life Insurance

 

 

FEATURING

Jordan Sprechman 

JORDAN SPRECHMAN is a Managing Director at J.P. Morgan Private Bank. Mr. Sprechman, the Team Leader of the U.S. Wealth Advisory Group, covers the New York metropolitan region. He works with clients of the Private Bank and their advisors to develop and implement estate planning and wealth transfer solutions for those clients. Prior to joining the firm in 1993, Mr. Sprechman spent six years in private law practice, specializing in estates and trusts. A member of both the New York and New Jersey Bars, he was associated with the New York firm of Gilbert, Segall and Young, and Shanley & Fisher of Morristown, New Jersey. Mr. Sprechman is a graduate of Columbia College (B.A. 1983) and Columbia Law School (J.D. 1986), and received a Master of Laws in Taxation from the New York University School of Law in 1995.

 

 

Christiana Lazo

CHRISTIANA LAZO is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Christiana represents ultra-high net worth individuals, their family offices and closely held businesses globally in developing and implementing sophisticated domestic and international tax and estate plans. Christiana received her B.A. from Columbia College, her J.D. from Columbia Law School and her L.L.M. from New York University School of Law.

 

 

Moderated by

Hank Snyder

HANK SNYDER is an Executive Director advising complex multigenerational families, individuals, entrepreneurs, public and private company executives, philanthropists, and related trusts and foundations. Hank focuses, in part, on ESG investing, and represents environmental foundations and environmental philanthropists. Hank specializes in complex multi-generation trusts. B.A. UPenn and J.D., University of Connecticut Law.

 

  

Video call details will be provided upon invitation acceptance.

 

 

Please note that J.P. Morgan is using Zoom (a third party service provider located in the US) for this video conference. We recommend that you read the Zoom Privacy Notice which is available here.

 

Please note that the audio of this video conference may be monitored and recorded using a JPM telephone line, i.e. not via the Zoom application. You will be advised at the start of your meeting if the audio of the meeting is to be recorded. If you agree to continue with the recorded meeting, you will also be agreeing to the retention of recordings in accordance with local regulatory requirements and J.P. Morgan’s retention policies and procedures.

 

By attending this video conference, you acknowledge that you have read and accepted J.P. Morgan’s Privacy Policy, available here, and that your personal and professional information (which may include but is not limited to your image, name and company) may be collected, stored, shared with fellow attendees, select employees and/or agents of J.P. Morgan.

 

Due to the exclusive nature of the program, the invitation is non-transferable.

 

For important information, please click here.

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