Cutting Through COVID-19 Chaos | Crisis Planning Strategies for the Private Client


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Private Client Virtual Forum

COVID-19 presents a crisis of unprecedented scale. The decisions you make today to stabilize yourself and your organization can have long-term impacts on your financial position.

Understand every option available to you, from planning strategies to the numerous tax provisions that directly impact individuals, trusts, public and private businesses―including family offices―in the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

Join us for our weekly webinar series designed to help you cut through the chaos and emerge from this crisis in the best position possible.

COVID-19’s rapid disruption to everyone’s lives and businesses has interrupted all of our best laid plans. Understanding the options available to the private client is critical in these uncertain times. Join us as we discuss important practical considerations and planning strategies:

  • Immediate tax deadline-related issues
  • Review of existing estate planning documents, powers of attorney and healthcare proxies
  • Electronic signatures, remote execution and electronic wills
  • Planning for underwater and soon-to-be-underwater transactions
  • Income, gift and estate planning opportunities

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