16th Annual Intergen Conference

Introduction & Case Study – 16th Annual Intergen Conference

In this video, Louis W. Pierro, Intergen Host, welcomes the audience and discusses the case study to set the stage for the 16th Annual Intergenerational Estate Planning Conference at the Union League Club on November 11, 2021. This video lays the foundation for the planning techniques described throughout the series.

Tax Planning – 16th Annual Intergen Conference

In this video, Mitchell Sorkin of Raich Ende Malter, covers current tax planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Estate Planning & Corporate Strategies – 16th Annual Intergen Conference

In this video, Caryn Keppler and Theresa Skaine of Pierro, Connor & Strauss cover current estate planning and corporate strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Wealth Management – 16th Annual Intergen Conference

In this video, Mark Hasenauer of TD Private Client Group covers current wealth management planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Trust Funding – 16th Annual Intergen Conference

In this video, Frank Melia of Quontic Bank delivers remarks at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Insurance Planning – 16th Annual Intergen Conference

In this video, Lee Slavutin of Stern Slavutin – 2 Inc. covers current insurance planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Business Valuation – 16th Annual Intergen Conference

In this video, Daniel Cooper of Empire Evaluation Consultants covers current business evaluation planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Elder Law & Special Needs Planning – 16th Annual Intergen Conference

In this video, Peter J. Strauss of Pierro, Connor & Strauss covers current elder law and special needs planning strategies at the 16th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 11, 2021.

Q&A – 16th Annual Intergen Conference

Q&A Discussion during the 16th Annual Intergenerational Estate Planning Conference on November 11, 2021 at the Union League Club.

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