XPX DC Metro: Estate Planning Strategies for 2021

Estate Planning Strategies for 2021

The sale of a business creates financial and estate planning opportunities and challenges. For many years, planners have enjoyed the increased (currently $11.7 Million) exemption, however legislation is being discussed that would drastically lower that exemption. This significant change will require new strategies to reach the financial goals our clients may have. As advisors, we want to be aware of tools and strategies available.

As a Principal at Stein Sperling, Micah Bonaviri advises individuals and business owners on asset protection, succession planning and charitable gift giving to maximize their ability to reach their financial goals. Please join us as Micah explains the changes and offers valuable insights and strategies to more effectively serve our clients in this new tax planning environment.

Our Speaker:

Micah Bonaviri
Principal
Stein Sperling

Micah advises individuals, families, and small business owners regarding their estate planning needs. In particular, Micah concentrates his practice in the areas of asset protection, succession planning, and charitable gift planning techniques, as well general estate and trust administration. Recognized as a Rising Star by Super Lawyers Magazine and Bethesda Magazine, as well as a Top Financial Advisor by the Washingtonian, Micah takes pride in establishing the kind of close relationships that allow him to build individualized and effective estate plans that give his clients peace of mind. By working closely with his clients throughout the various stages of their lives, Micah helps them anticipate and manage their changing goals, family circumstances, and protect their assets to ensure that the overall approach meets the desires and needs of his clients.

Agenda:

Networking:  7:35 am - 7:55 am
Networking is done in breakout rooms. You will be automatically placed in a breakout room if you join during the sessions.
Announcements:  7:55- am - 8:00 am
Program:  8:00 am – 9:00 am

Virtual Event Pricing:

Non-Members: $10.00
XPX DC Metro Members & Sponsors in good standing are complimentary, so join Today!
Connection details sent upon registration.

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