GNSE&FPC Breakfast Meeting
Death Is Not the End (of Tax Planning): A Postmortem Planning Review
In-person Only
Maggiano's - Old Orchard Shopping Ctr, Skokie, IL
Jennifer B. Goode, J.D, SVP/Senior National Director, Wealth Strategies, Bernstein Private Wealth Management
tentative for 1.0 CLE general | tentative for 1.0 CFP CE | CPA certificates provided
A client's death often creates new planning opportunities that can significantly affect income, estate, and transfer tax outcomes. This presentation examines key postmortem planning techniques, including basis adjustment strategies, disclaimer planning, estate administration elections, and opportunities involving trusts and retirement assets. We will explore common deadlines, decision points, and traps for the unwary that arise during estate administration. Through practical examples, attendees will learn how thoughtful post-death planning can preserve wealth and improve tax efficiency for beneficiaries.
About the Speaker
Jennifer is a Director of Bernstein Private Wealth Management’s Institute for Trust and Estate Planning in the Washington, D.C. office. In her role as Director, Jennifer works with Bernstein clients and their professional advisors to develop comprehensive wealth management and wealth transfer strategies. Her articles about tax and estate planning have appeared in a number of publications, including the ABA’s Real Property, Trust and Estate Law Journal, Bloomberg’s Tax Management Estates, Gifts, and Trusts Journal, and Practical Law, and she was recently recognized as Bloomberg Tax’s 2023 Estates, Gifts, and Trusts Tax Contributor of the Year. Jennifer frequently presents to professional groups across the U.S. on topics relating to the intersection of estate planning and investing, including a recent appearance at the 58th Annual Heckerling Institute on Estate Planning.
Prior to joining Bernstein, Jennifer was a Founding Partner of Birchstone Moore LLC, a Washington, D.C., boutique law firm focused on estate planning and estate and trust administration.
Jennifer’s involvement in the larger Washington D.C. estate planning community includes her tenure as a past Co-Chair of the D.C. Bar’s Taxation Section’s Estate Planning Committee and as a current Co-Chair of the Washington, D.C. Estate Planning Council’s Programming Committee. Additionally, Jennifer is an adjunct instructor at Howard University School of Law, where she teaches a course on estate planning, and a member of the Board of Directors for the Council for Court Excellence, a nonprofit focused on enhancing D.C.’s justice system to serve the public equitably.
Jennifer earned her B.A. in Social Thought and Analysis from Washington University in St. Louis and her Juris Doctor from Duke University School of Law.
Location:
- Maggiano's - 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
Rates:
- Season Pass Members: Free
- Regular Members and member's guests: $35 in advance, $40 at the door
- Non-members: $50
Agenda:
- 7:30 A.M. Networking and Breakfast
- 8:00 - 9:00 A.M. Presentation
- 9:30 A.M. Meeting Adjourns
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