07/09/2020

12:00 PM - 1:15 PM

Webinar


 

Continuing Legal Education

The Perfect Storm: Why Now May Be
the Best Time for Estate Planning



Thursday, July 9, 2020
12:00 noon 
– 1:15 p.m.


To learn more about our panelists and moderator,
click on each name below.



Moderator

Brian G. Boxterman, 
CFA, ASA
Director, Vallit Advisors


Presenters

 R. Christopher Rosenthal, 
CPA/ABV/CFF, ASA, AEP

 Partner, Vallit Advisors

 Lisa M. Whitcomb

 Director of Wealth Strategy, Managing Director,
Glenmede Private Wealth

 

Frederick R. Franke, Jr., Esq.
Franke, Sessions & Beckett LLC


This presentation is the fourth of an eight-part series focused on the impact of COVID-19 in various legal areas, hosted by Vallit Advisorsin partnership with the Bar Associations of Anne Arundel CountyBaltimore CityBaltimore CountyMontgomery CountyHoward County, and
Prince George’s County.


This presentation will examine changes in estate planning from the context of business valuations. It will look at economic and legal changes and how they have affected business value as a result of COVID-19. The attendees will understand why now might be the best time for estate planning and also get an overview of important concepts that are considered in business valuations.
 

Space for this series is limited,
be sure to sign up soon!



After registering, you will receive a confirmation email containing
information about joining the webinar.

Please send any topical questions in advance to
 crains@vallitadvisors.com