for a discussion on estate planning strategies, opportunities and challenges under the new estate tax law.
Topics will also include prospecting opportunities and the number one estate planning mistake most people make. More specifically, the topics we’ll touch on will include the renewed importance of business planning as a revenue stream for advisors, how to partner with an attorney on the finer points of practicing in the estate planning market, and how to proactively discuss estate planning with clients in a way that’s relevant.
Wednesday, March 13th, 2013
3:00 - 4:00 p.m. EST
Questions on the Twitter chat agenda:
- How do you feel about the new estate tax law?
- What is the No. 1 question you've heard from clients regarding the estate tax changes?
- What prospecting or selling opportunities does the new estate tax open up for producers?
- Which products will benefit most from the estate tax changes?
- How can advisors make up sales lost due to the tax’s higher threshold? Buy-sell planning? Other ways?
- What is the No. 1 estate planning mistake you see?
Co-hosts of the event include:
Philip E. Harriman
, CLU, ChFC, works with family-held and nonprofit businesses in the areas of retirement planning, business continuation arrangements and estate planning. Phil is a 30-year Million Dollar Round Table (MDRT) member with 17 Court of the Table and 13 Top of the Table qualifications. He was president of MDRT in 2007 and currently serves on the AALU's board of directors. Harriman also served four terms (1992-2000) as a senator in Maine, representing the 23rd district.
is an estate planning and elder law attorney, practicing in Atlanta, and serving all of Georgia. He helps Georgians protect and preserve their wealth for the benefit of themselves and their families, and helps seniors maintain their independence and improve the quality of their lives. In practice for over 40 years, Davis has represented individuals and businesses in tax and estate and business planning matters, involving more than 40 countries. Davis is also an Accredited VA attorney who helps veterans and their widows qualify for the benefits earned through service to our country. He is the author of two books on estate planning, and one book on VA benefits, all available on Amazon.
Feel free to contact us with topics and questions you'd like to see addressed, and then follow along and chime in during the live Twitter chat event!
Not sure how? Twitter chat: how to participate and why you should