Thursday, June 18, 2020
1:00 PM - 2:30 PM CST
Unprecedented fiscal stimulus has helped avoid a depression in this pandemic era, but income and estate tax increases are likely going to be needed to pay the bill.
How will this disruption change estate planning?
How can you optimize trusts in your estate plan?
Featured Speaker
Deborah Stavis
Co-Founder and CEO
Stavis & Cohen Financial
Deborah Stavis a pioneer in the wealth management advisory business with more than 25 years of experience. Stavis & Cohen Financial is a privately held, Houston-based wealth planning firm with the experience and culture to deliver powerful high touch planning to help multi-generational families manage the complexities of their wealth.
Guest Speaker
Elly Hutchings
Vice President and Business Development Officer
Cumberland Trust
Elly focuses on the entire state of Texas as a Regional Development Officer. Cumberland Trust is an independent fiduciary that focuses on providing corporate trust services. They work exclusively with wealth and estate planning advisors and provide support to the different roles that advisors play.
Prior to the webinar, we invite you to watch our "edutainment" video below:
If you have any questions please email Katherine Bell, Marketing Coordinator, at kbell@stavisandcohen.com or call (713) 275-7750.
