COVID-19 & Election Year Wealth Transfer Strategies
Publisher: Family Wealth Alliance
May 8, 2020
On May 8, Amy Lonergan was a panelist on a webinar, "COVID-19 and Election Year Wealth Transfer Strategies," hosted by the Family Wealth Alliance. She discussed the economic shake-ups that we have been hit with since the COVID-19 pandemic. The panel covered adaptive solutions on depressed prices, lower interest rates and an election year for private clients. The webinar also offered strategies for estate and wealth transfer planning, depressed valuations, low interest rates, scenario planning depending upon election results and what should be done now vs. post-election
Warren Whitaker, Dina Kapur Sanna, Sarah Jacobson and Carl Merino co-authored a 2022 update to the white paper, entitled "U.S. Tax Planning for Non-U.S. Persons, Assets and Trusts - An Introductory Outline."
Day Pitney Family Office Associate Jaclyn M. D'Esposito authored an article with Family Office Exchange's Chief Learning Officer Mindy Kalinowski titled, "The Rising Generation's Role in Family Offices," for WealthManagement.com.