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.

To learn more, please click here.

Dig Deeper

Jersey / Speaking Engagements / October 14, 2021

Mourant Jersey Trusts Forum

Guernsey / Speaking Engagements / October 12, 2021

Mourant Guernsey Trusts Forum

Virtual Presentation / Speaking Engagements / June 2021

Estate Planning for the 99% Boot Camp

Webinar / McDermott Event / June 10, 2021

Trust & Estate Controversy Forum | Spring Session

Get In Touch