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


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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Munich, Germany / McDermott Event / November 28, 2019

McDermott Private Client Forum

New York, NY / McDermott Event / November 21, 2019

2019 Private Client East Coast Forum - New York

Chicago, Illinois / Speaking Engagements / November 14, 2019

Planning for the Modern Family Office – What, When, Why, How

Washington, DC / Speaking Engagements / November 14-15 2019

International Trust and Estate Planning 2019

Santa Clara, CA / Speaking Engagements / October 17, 2019

15th Annual Jerry A. Kasner Estate Planning Symposium

Los Angeles, California / Speaking Engagements / October 10, 2019

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