Wealth Transfer Strategies for Families

12/13/2018 - 2:00 p.m.
Central time

What wealth transfer strategies should you be considering after tax reform? Join BKD Family Office thought leaders Holly Pantzer and Susan Jones for a 60-minute discussion on wealth transfer planning under the Tax Cuts and Jobs Act. Holly and Susan will break down common wealth transfer strategies and cover key considerations following the recent tax law changes.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe key wealth transfer strategies
  • Discuss how tax reform may affect your wealth transfer planning
  • Identify possible planning opportunities


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