Steve Akers Estate Planning Update (Apr. 17, 2020)

Steve Akers, of Bessemer Trust, has posted a video Estate Planning Update on the Bessemer Trust website, captioned “Heckerling Musings 2020 and Estate Planning Current Developments.” The Abstract is as follows:

Our thoughts are with the individuals and communities around the world affected by the coronavirus. As we continue to navigate this evolving global crisis, our central focus remains ensuring the safety, health, and wellbeing of our clients, professional partners, and employees. 

In this spirit, we have decided not to meet in person. Instead, we would like to share important updates in the video below, in which Senior Fiduciary Counsel Steve Akers discusses current estate planning developments, including observations from the ACTEC Annual Meeting, the 2020 Heckerling Institute on Estate Planning, and planning observations about the SECURE Act. 

Throughout the video, Steve will refer to the Heckerling Musings 2020 and Estate Planning Current Developments book, which we recommend you download prior to watching.

To watch the video click Steve Akers Estate Planning Update (Apr. 17, 2020).

To download the detailed outline referenced in the video, click Heckerling Musings 2020 and Estate Planning Current Developments.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s