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Five Sustainable Estate Planning Strategies

Five Sustainable Estate Planning Strategies


0715 Doors open & breakfast served
0745 Announcements
0810 Program begins

Speaker
: Kathleen W. Bilderback, JD, LLM, AEP - Affinity Law Group, LLP

2 hrs NC CIE, CFP, NC CPE, NC CLE

Abstract: Tax law changes come and go, but clients need estate planning strategies that will endure. During this interactive presentation, we will review the tax law changes that took effect in 2018 and explore five estate planning strategies that will stand the test of time.


Speaker Bio: 
Kathleen graduated from St. Louis University with degrees in Accounting and Theatre. She received her law degree and LL.M. in Taxation from the Washington University School of Law in St. Louis. She is the recipient of the Gary I. Boren Memorial Award for attaining the highest overall grade point average in the LL.M. program. 

Kathleen specializes in estate, business and executive benefits planning and estate and executive compensation planning with life insurance. Formerly, she was a member at of the Advanced Markets Group of MetLife, where she provided training and advanced underwriting support for the top producers of MetLife and its subsidiaries. Prior to joining GenAmerica Financial (a MetLife company) in 1996, she was in private practice. 

She is a member of the Missouri, Illinois and Pennsylvania bars. She is a nationally recognized speaker and author and former adjunct professor in the LLM program at Washington University’s School of Law. She is a founding member of Affinity Law Group, LLC, a firm dedicated to providing legal services to businesses, their owners and executives at every stage of their life cycles. She is a member of the Business Insurance & Estate Planning Committee of the Association of Advanced Life Underwriting (AALU), and was selected as a Registered Player Financial Advisor for the National Football League Players Association. She was formerly on the Board of Directors of the St. Louis Chapter of the National Association of Insurance and Financial Advisors (NAIFA) and currently serves on the Board of Directors of the St. Louis Children’s Hospital Legacy Advisors. She is a Notional Director of the Society of Financial Service Professionals. She was named one of Missouri Lawyers Weekly’s Up and Coming Lawyers and received the Accredited Estate Planner designation from the National Association of Estate Planners & Councils. She has presented at AALU and the Top of the Table Meeting for the Million Dollar Roundtable. Kathleen was selected for inclusion in Missouri and Kansas SuperLawyers in 2012-2019. 

Click here for course outline.

When:
Tuesday, April 16, 2019, 7:15 AM until 10:00 AM
Where:
Starmount Forest Country Club
1 Sam Snead Dr
Greensboro, NC  27410

Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Advance Only
Cancellation Policy:
Our catering order is due three business days before our events. Please make sure to cancel by 11am Friday for Tuesdays meetings.
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