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DTSTART:20250122T190000Z
DTEND:20250122T200000Z
LOCATION:Webinar
UID:2719620250122T190000ZUsing Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner
DTSTAMP:20260405T173758Z
DESCRIPTION:\n[](https://naepc.tradewing.com/events/TKZPQxTXiYk5DJ8cy)\n \nWhen proposing an estate plan to a potential client, one needs to explain the proposed technique and the tax saving benefits the proposed technique can accomplish.  Today’s presentation will demonstrate how financial modeling not only illustrates the impact of the factors that shift wealth to future generations without exposure to estate and gift tax but allows the advisor to communicate these objectives in an understandable manner.  Once clients understand how a technique works, they can become involved in the design of the estate plan and decide on how much to “give away.” This is an intermediate level program.\n \n\n \nJerome M. Hesch, MBA, JD, is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP in Boca Raton, Florida office.  He is the Director of the Notre Dame Tax and Estate Planning Institute and is a Fellow of ACTEC.  He has published articles, Tax Management Portfolios, a law school casebook on Federal Income Taxation and has spoken at CLE programs throughout the country.   \n \n \n \n \n  \nBrad Dillon, J.D., LL.M. is a partner in 16z Perennial in New York City, that is focused on developing and implementing creative wealth transfer strategies that align with clients’ wishes and is an adjunct professor at Fordham Law School.  Prior to joining 16z Perennial, Brad worked at UBS and at the Milbank law firm in New York City, where he practiced in the firm’s trusts and estates department. \n  \n \n \n\n \n \n \nBrandon Ketron, CPA, J.D., LL.M. is a partner at the law firm of Gassman, Crotty & Denicolo, P.A., in Clearwater, Florida and practices in the areas of Estate Planning, Tax and Corporate and Business Law. Mr. Ketron has authored articles for national publications and has spoken as a presenter on estate tax planning topics.  He co-authored books on Section 199A, the Employee Retention Credit and IRA Planning.\n \n \n \nThis webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.\n \n[REGISTER HERE](https://naepc.tradewing.com/events/TKZPQxTXiYk5DJ8cy) for the program. \n
SUMMARY:NAEPC Webinar - Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner  
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