20th Annual Intergen Conference
Keynote: “Crypto Trusts and LLCs: How to Own, Secure and Transfer Digital Wealth” with Rustin Diehl
Investing- To Risk or Not to Risk with Sean Leonard
Top Trust Techniques Under the OBBBA and The Intersection of Business Succession and Estate Planning with Louis Pierro and Anthony Khatchoui
Join attorneys Louis Pierro and Anthony Khatchoui of Pierro, Connor & Strauss to explore key trust techniques under the OBBBA and learn how business succession and estate planning intersect.
Navigating 2025 and Beyond: A New Era of Taxes with Gretchen Guenther
Join tax expert Gretchen Guenther, Shareholder of Teal, Becker & Chiaramonte, as she breaks down what to expect in 2025 and beyond. Learn key insights on tax changes, planning strategies, and practical tips to navigate the evolving financial landscape with confidence.
Intergen Sponsor: Lending Inside Trusts With Contour Mortgage
In this video, Frank Melia, Division Manager at Contour Mortgage shares how his company can provide mortgages for properties in various types of trusts, including Medicaid asset protection trusts, and does not require the property to be moved out of the trust to obtain financing.
Beyond the Numbers: Getting Business Valuation Right with Nathan Schroeder
Nathan Schroeder of Empire Valuation Consultants shares practical methods to interpret financials, assess risk, and craft valuations that resonate with buyers and investors.
Life Insurance Reimagined: An Exceptional Asset with Elwyn Voss
Discover how life insurance can serve as more than just protection — join financial expert Elwyn Voss, Founder of the Voss Group, as he explores why structured life insurance policies are often viewed as true assets. Learn how they play a strategic role in estate planning, business succession, and wealth preservation
19th Annual Intergen Conference
Intergen Presentation: Hugh Johnson’s 2025 Economic Forecast
In this video, economist Hugh Johnson delivers his “2025 Economic Forecast” at the 19th Annual Intergenerational Estate Planning Conference, November 15th at the New York City Bar Association.
Intergen Presentation: Wealth Management with Ray Radigan, Peapack Private
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, Raymond Radigan of Peapack Private Wealth Management brings his expertise to the forefront, sharing valuable insights on transitioning generational wealth.
Intergen Presentation: Insurance Planning with Lee Slavutin
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, Lee Slavutin of Stern Slavutin 2-Inc. shares his expertise on leveraging life insurance as a cornerstone of wealth preservation.
Intergen Presentation: Planning for Fine Art with DOYLE’s Kunter Kula
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, Kunter Kula, Director of Fine Art at DOYLE, shares his insights into good collection management and estate planning practices.
Intergen Presentation: Estate and Business Planning in the Post-Election Landscape
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, attorneys Louis Pierro and Anthony Khatchoui of Pierro, Connor & Strauss provide advanced strategies for navigating the evolving tax and legal environment following the 2024 presidential election.
Intergen Presentation: Business Valuation Techniques with Nathan Schroeder
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, learn the latest techniques in business valuation and gain the tools to provide your clients with expert guidance from Nathan Schroeder of Empire Valuation Consultants in an ever-changing economic and regulatory landscape.
Intergen Presentation: Tax Planning with Farkouh Furman & Faccio
In this video recorded at the November 2024 Intergenerational Estate Planning Conference, Hunter Norton and Rich Oremus, Partners at Farkouh Furman & Faccio explore how potential changes in 2025 could reshape tax planning strategies.