Wealth Planning in Today’s Volatile Environment

Join Whittier Trust’s Victoria Kahn, Senior Vice President, Nevada Regional Manager, Nevada Office, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss wealth planning strategies for your family in the face of volatile markets.

Wealth Planning in Today’s Volatile Environment
Wednesday, April 22, 2020
2pm ET | 11am PT

https://www.webcaster4.com/Webcast/Page/494/33806

In the past decade we have seen an unprecedented era of low market volatility and positive returns. However, what goes up must come down. With the recent return to bear market territory and high volatility, now is an opportune time to consider wealth planning strategies for your family. Although market volatility can be unsettling for investors, times like these can present estate planning opportunities. When markets enter into correction, there are several estate planning options that become more attractive than in an “up” market.

In this webinar, you will learn how to:

  • Leverage gifts to avoid taxes
  • Structure your estate plan for maximum flexibility
  • Identify which planning tools are best in times of market volatility

Join Whittier Trust’s Victoria Kahn, Senior Vice President, Nevada Regional Manager, Nevada Office, and Barbara Spector, Editor-in-Chief and Associate Publisher of Family Business Magazine, as they discuss wealth planning strategies for your family in the face of volatile markets


Speakers

speaker-image
Victoria Kahn

Senior Vice President, Nevada Regional Manager, Nevada Office, Whittier Trust

S. Victoria Kahn leads The Whittier Trust Company of Nevada Inc.’s Reno, Nevada office, and oversees The Whittier Trust Company of Nevada’s Client Advisory group’s delivery of highly responsive, customized client service to high-net-worth individuals, families, and private foundations in more than 30 states. In addition, Ms. Kahn serves on the board of directors of The Whittier Trust Company of Nevada, Inc. Ms. Kahn joined Whittier Trust Company in 2017 as a client advisor and has worked with clients in the areas of trust and agency administration, including document review, fiduciary accounting, investments, real estate, taxes, estate planning, philanthropy and family dynamics.

Ms. Kahn brings more than 10 years of experience in private banking, estate and financial planning, and tax law. Prior to joining The Whittier Trust Company of Nevada, Inc., Ms. Kahn was a fiduciary advisory specialist in Santa Barbara, California, where she developed new trust and estate planning business relationships and provided trust and agency account administration to existing clients whose financial plans included investment and wealth management, trust and fiduciary services. Ms. Kahn was also an attorney at Price, Postel & Parma LLP in Santa Barbara, where she specialized in comprehensive estate planning, family business succession planning, probate and trust administration and the law of tax-exempt organizations. Ms. Kahn’s experience also included advising clients on a broad range of individual, corporate, partnership, gift, estate and international tax issues, and business transactions for closely held businesses.

Ms. Kahn has a B.A. in history, cum laude from Colgate University and her J.D. from University of California, Davis School of Law. In addition, she earned her LL.M. in taxation and her Estate Planning Certificate from Georgetown University Law Center. Ms. Kahn has been admitted to practice law in California and is certified Trust and Estate Practitioner (TEP). She also serves as a Trustee for the Board of the Nevada Museum of Art. A Lake Tahoe native, Ms. Kahn lives in Reno with her husband and daughter.

speaker-image
Barbara Spector

Editor-in-Chief and Associate Publisher, Family Business Magazine

Barbara Spector, who grew up in a family business, has served on the editorial staff of Family Business since 2000. She has been editor-in-chief since 2004 and became associate publisher in 2011. She has compiled and edited seven volumes of the acclaimed Family Business Handbook series. Previously, she was the managing editor of Jewelers' Circular Keystone, a trade magazine for the jewelry industry, which is primarily composed of family businesses. She is a magna cum laude graduate of the University of Pennsylvania.

Benefits

• Completely FREE to attend 

• Opportunity for questions and feedback

• Unbiased third-party family business education 

• All participants can receive a copy of the webinar materials after the event, upon request

• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

• 60 minutes -- maximum value for time


Sponsor

Whittier Trust