Estate Planning, Part I and II (5006)
Professional Development |  Symposium
Saturday |  2:00 PM -  3:50 PM
Henry B. Gonzalez Convention Center||225CD

 

Sponsors

Sponsored by: AVMF - Booth 441  

Speaker(s)

Steven Gonzalez
Bernstein Global Wealth Management

Steven P. Gonzalez rejoined Bernstein in 2005 as a Financial Advisor in the Chicago office and was named a Principal in 2010. He advises high-net-worth individuals, families and institutions and, in conjunction with the Wealth Planning and Analysis Group, works closely with his clients' trusted legal and tax advisors on a wide range of investment matters, including complex estate planning, business succession/business sale planning and executive compensation. Gonzalez originally joined the firm in New York in 1999, but left to launch a start-up technology company. He previously spent almost 20 years at AT&T, most recently as regional sales vice president, serving the needs of AT&T's Global Enterprise clients. Gonzalez holds a BS in finance and marketing from Illinois State University and also completed the Executive Education Program at the Kellogg School of Management at Northwestern University.

Thomas Pauloski JD
Bernstein Global Wealth Management

THOMAS J. PAULOSKI is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Global Wealth Management's Private Client Group. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Previously, Tom was a partner at the Chicago law firm of Winston &amp; Strawn LLP, where he concentrated his practice in estate, tax, and business planning. Tom also has been a member of the Chicago law firm of Levin &amp; Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin &amp; Waite.<br><br>Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics. He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools. Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom also has served on the editorial board of Trusts &amp; Estates magazine. He retired from the United States Naval Reserve in 2003, after 21 years of service.<br><br>Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

Presentation Info

CE Credit(s): 0.00
CE Level: 1

Description

Learn how to protect yourself and plan for your future by attending these estate planning sessions: Estate & gift tax planning, Basic documents needed for estate planning, Setting estate planning strategies (Wills, Trusts, etc.), Charitable Giving, Retirement Planning, Estate taxes, What experts should you be speaking with?

Learning Objectives

1. Learn what to do today to plan for tomorrow's financial security

2. Define the roles of financial advisor, attorney, and CPA with regard to estate planning

3. Learn about the new tax laws that can affect your existing estate plans