Estate Planning In-Depth 2019: It’s Hard to Be Good: Sustainable Investing, Wealth Transfer and Tax Planning

Overview


Jeanette Suarez Hunter presented on “It’s Hard to Be Good: Sustainable Investing, Wealth Transfer and Tax Planning.”

This informative presentation focused on sustainable investing, a hot topic in the investment arena. More and more clients are interested in investing in a way to make the world a better place. This session addressed the various strategies to accomplish the investor’s goals, depending on whether the investor is an individual, trust, charitable vehicle, or other entity. The presentation also covered the fiduciary issues and tax and other considerations when investing to do good.

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