Five Sustainable Estate Planning Strategies
Co-sponsored by Society of Financial Service Professionals and Women in Insurance and Financial Services
Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored.
Attendees will learn:
- The practical impact of the Tax Cuts and Jobs Act on clients’ estate plans.
- Why irrevocable life insurance trusts (ILITs) are still a viable planning tool and what to say to existing clients who want to eliminate them and/or surrender their life insurance.
- When and why to consider adding a family limited liability company to the estate plan.
- The current status of sales to intentionally defective irrevocable trusts and how this tool can work for clients.
- A strategy to reduce tax and increase retirement income when a business owner sells his or her business.
Kathleen Bilderback, JD, LLM, AEP is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis. She is the recipient of the Gary I. Boren Memorial Award for attaining the highest overall grade point average in the LL.M. program. Kathleen specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. She is a member of the Missouri, Illinois and Pennsylvania bars. She is a nationally recognized speaker and author and former adjunct professor in the LLM program at Washington University’s School of Law. She is a member of the Business Insurance & Estate Planning Committee of the Association of Advanced Life Underwriting (AALU), and was selected as a Registered Player Financial Advisor for the National Football League Players Association. She was formerly on the Board of Directors of the St. Louis Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves on the Board of Directors of the St. Louis Children’s Hospital Legacy Advisors. She is a National Director of the Society of Financial Service Professionals. She was named one of Missouri Lawyers Weekly’s Up and Coming Lawyers and received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable. Kathleen was selected for inclusion in Missouri and Kansas SuperLawyers in 2012-2019.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit are available.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes live webinar, PowerPoint, and access to the archived program)
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* Registration is required.
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- Call our Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
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Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.