Planning for death or disaster is low on the list of ways people want to spend their time - especially if they are young and busy. But proper and proactive planning can create peace of mind and major tax benefits for people of means. Understand the importance of an estate plan, teach them about the basic documents essential to any estate plan, and introduce them to more sophisticated estate planning techniques appropriate for wealthy individuals seeking to leverage their available tax exemptions. Common misconceptions about asset protection, what makes up a taxable estate, and which documents control who receives assets at death are included in this topic. Whether the listeners have (or are advising people with) inherited wealth or are up-and-coming business leaders experiencing rapid wealth accumulation, this topic is packed with smart tips and core essentials about leaving the loot.
Agenda
Faculty
Melissa Cover Selinger
Selinger & Brunette, LLC
- Founding partner of Selinger & Brunette, LLC in Madison, Wisconsin
- Licensed and practicing in both Illinois and Wisconsin
- Practice emphasizes all aspects of estate planning, estate and trust administration, and related tax planning
- Conducts regular seminars and workshops on numerous estate planning and trust-related topics
- Committee member for review and enactment of Uniform Powers of Appointment Act in Wisconsin
- President-Elect of Madison Estate Council
- Past chair of numerous committees for Chicago Bar Association
- J.D. degree, Washington University School of Law; B.A. degree, University of Illinois at Urbana-Champaign
- Can be contacted at 608-960-4537 or [email protected]
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