Capital Counsel joined professionals from Marks Paneth and Proskauer for an intimate panel discussion on wealth transition planning held at The Benjamin Hotel in New York City.
Panelists Pamela Mosiello, a Tax Partner at Marks Paneth LLC, Henry J. Leibowitz, a Partner at Proskauer Rose LLP, and Lauren Blum, the Chief Investment Officer at Capital Counsel LLC, discussed some of the unique challenges families face with inter-generational wealth transfer, investment management, making charitable gifts and tax planning. Pamela, Hank, and Lauren provided insights into how clients can:
- Create a successful wealth transfer plan
- Maximize tax savings in your plan under the Tax Cuts and Jobs Act
- Develop a plan to manage wealth for your family and your charitable giving through custodial accounts, trusts, 529 plans and donor advised funds