Learn the importance of coordinating financial planning with estate planning and how to overcome the reluctance of clients.
Many financial planners assist clients with estate planning, at least at a summary level and to make sure their clients at least have an estate plan. Fewer estate planners are even aware of much about their clients' financial plans (and there are economic reasons why this is so). The presenters of this topic will use a case study approach with four fact patterns to illustrate the importance of coordinating financial planning with estate planning. The two should not be developed in isolation from each other, or they may be at best uncoordinated and at worst in conflict. If developed in coordination, the two plans can provide powerful synergies.
Agenda
Faculty
Michael D. Whitty
Freeborn & Peters LLP
- Attorney with Freeborn & Peters LLP
- Areas of practice include estate planning, tax and family offices
- Has spoken for Attorneys for Family Held Enterprises, Family Firm Institute, Lorman, and other online providers
- Publications include ACTEC Journal; Real Property, Probate & Trust Law Journal; and Estate Planning
- Certified Financial Planner; president, Attorneys for Family Held Enterprises; fellow, American College of Trusts & Estates Counsel; fellow, Family Firm Institute; certified in family business advising, Family Firm Institute; certified in family wealth advising, Family Firm Institute; Illinois Leading Lawyers
- J.D. and BBA degrees, University of Texas at Austin
- Can be contacted at 312-360-6192 or [email protected]
Elaine King, CFP®
Family & Money Matters
- Founder of Family and Money Matters™, with the mission of empowering the family’s financial and human capital to achieve financial wellbeing
- Served as the Family’s financial planner for over 1,200 families and 100 multigenerational family enterprises crafting actionable family financial plans
- Financial education advocate, creator of the first family financial program in LATAM, and winner of the Best Latin book award
- Recognized in 2020 in the list of Investopedia’s Top Influential Advisors and 2017 by People Magazine’s Top 25 Influential Hispanic Women
- Featured in the WSJ, Forbes, Telemundo, and CNN, and is a columnist for financial journals in the U.S. and LATAM
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