Capital Counsel & Marks Paneth Event: Transitioning Wealth to the Next Generation

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
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