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CIHLER: What’s Happening Now in the “New Normal” – Estate, Gift and Philanthropic Planning in the COVID-19 Environment?

June 25, 2020 @ 11:00 am - 12:00 pm EDT

Fox Rothschild

Join Corporate Valuation Advisors, Inc. (CVA) for a lively and informative discussion featuring valuation techniques and updates from Jim Volkman, Managing Director – Financial Valuation Services , Corporate Valuation Advisors, gift & estate planning strategies from Jerald (Jerry) David August, Esq., Partner – Fox Rothschild LLP and philanthropic planning  from Marie Arrigo, MBA, CPA , Tax Partner, Co-Leader of the Family Offices Practice, EisnerAmper LLP.  This webinar will address; valuation techniques, advantages and updates available in a market downturn, gift and estate planning strategies in a COVID -19 world and charitable giving perspectives, including; philanthropy in a COVID-19 environment, charitable giving and the family legacy, incentives & lead trusts.

1. Valuation techniques, Advantages and Updates Available in a Market Downturn
Jim Volkman – Corporate Valuation Advisors, Inc.

  • Volatility and Non-marketability Discounts (on the rise)
  • Business Valuations – the impact of Covid-19
  • Implications for Estate Planning
  • The relationship between valuation professionals and estate planning attorneys

2. Gift and Estate Planning strategies in a COVID-19 World
Jerry August, Esq. Partner and Chair, International Tax and Wealth Planning Group- Fox Rothschild, LLP

  • How estate planning attorneys are advising clients during COVID-19
  • Recent changes in Federal tax law affecting trusts and estates and high net worth individuals; migration to low state tax jurisdictions
  • Estate planning strategies in a period of low-interest rates
  • Making large gifts in order to utilize the high exemption equivalent amount
  • Benefits and costs to expatriation

3. Charitable Giving
Marie Arrigo, MBA, CPA & Partner – EisnerAmper LLP

  • Philanthropy in a COVID-19 Environment
  • Charitable giving and the family legacy
  • Charitable Giving Incentives under the CARES Act
  • Charitable Lead Trusts
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June 25, 2020
11:00 am - 12:00 pm EDT
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