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Now’s the Time: Estate Planning During the Pandemic

By Bernkopf Goodman on 09.03.2020
Posted In: Events

The coronavirus has been devastating to many – both personally and economically. At the same time, the pandemic has created a unique opportunity, through the current estate and gift tax laws, to plan or reconsider one’s estate plan and lock in estate tax savings for those with significant assets. That window of opportunity may soon close.

On September 22, 2020, join us for a webinar featuring Stephen E. Bonder, Partner at blumshapiro, Juliette M. Galicia, Partner at Lourie & Cutler, P.C., Jonothan Korb, General Counsel at Loring Wolcott & Coolidge, and Eric Allon, Bernkopf Goodman LLP’s business and commercial real estate partner.

The panel will discuss why now is the right time to handle estate plans, explain unique tax implications and illustrate mistakes and successful estate plans.

To register and learn more about this upcoming webinar, click here or click the button below.

Stephen E. Bonder
Partner
blumshapiro

As a partner and industry leader of our Private Client and Family Office Group, Stephen focuses on advising privately held companies and high net worth families on business planning and operations, as well as accounting, auditing, and tax planning and compliance. Industries he serves include real estate, manufacturing, distribution and hospitality. Stephen assists privately held companies with the development and implementation of succession plans and effective strategies for maximizing enterprise value. In addition, he assists company owners with strategies for acquisitions and divestitures.

Juliette M. Galicia
Partner
Lourie & Cutler, P.C.

Juliette is a principal of the law firm of Lourie & Cutler, P.C. in Boston. The focuses of her practice are taxation, estate planning, business planning, and representation of individuals and business taxpayers in tax controversies before the Internal Revenue Service and the Massachusetts Department of Revenue. In the estate planning arena, Juliette works with her clients and their advisors to design and implement tax-efficient estate plans that meet her clients’ objectives, including philanthropic goals. Such plans include planning techniques that maximize the use of the estate and generation-skipping tax (GST) exemptions and that reduce and defer estate taxes in order for her clients to maximize the amount of wealth that they transfer to future generations and other loved ones, including, life time gifting programs through various types of trusts, installment sales and other freezing techniques.

Jonathan Korb
General Counsel
Loring, Wolcott & Coolidge

Jonathan serves the office as General Counsel and Managing Director of Tax Services, overseeing the firm’s legal, tax, and regulatory affairs. He joined the firm in 1988 and has extensive experience assisting clients with wealth transfers, particularly the tax-efficient inter-generational transfer of real estate and family-owned businesses. Jonathan graduated with a BBA from the University of Miami, has a JD degree from Suffolk University Law School and a Masters in Taxation from Boston University Law School.

Eric Allon
Business and Commercial Real Estate Partner
Bernkopf Goodman LLP

Eric has been recognized as a thought leader in real estate, has written extensively, and has been a speaker and moderator on numerous panels, including being a TedTalk-style speaker at the Corenet Global Summit at the Hynes Auditorium. Eric was recognized earlier this year as a Top Influencer By the Commercial Real Estate Publication Globestreet. Eric’s principal practice areas are real estate and business law, with particular emphasis on commercial leasing, the acquisition, management and sale of properties, financing transactions and commercial loan workouts. His clients include commercial landlords, office tenants, restaurant and retail operators, fiduciaries, brokers, and lawyers.

 

This webinar is co-sponsored by Blum Shapiro.