Join us on Tuesday, June 23, 2020, for our virtual membership meeting on, "What to Talk About with Clients Right Now: SECURE Act, CARES Act and Strategies for the Current Environment." A webinar link will be provided one day prior to the event.
About the Presentation:
In this interactive Zoom webinar presentation, you will be placed in your clients’ position, as we discuss the changes to planning for retirement assets resulting from the SECURE Act, the tax rule changes implemented by the CARES Act, and the planning strategies favored by the current environment. We will use a case study reflecting several real client scenarios from recent months to collaborate on how these planning opportunities can materialize and how to focus your advice for a positive impact. In the end, you will learn how to respond with targeted, actionable advice for your clients, respecting their need for priorities and appreciating the present fluid environment of changing laws and circumstances.
About the Speakers:
Bryan D. Kirk, Director of Estate and Financial Planning and Trust Counsel, is responsible for overseeing financial and estate planning services for Fiduciary Trust. In addition, he regularly consults with clients across the country and internationally on the integration of their goals and circumstances into their financial and estate plans. Bryan has broad experience in multi-generational asset management and transfer planning, including estate, gift, generation-skipping transfer and income tax planning, charitable giving, philanthropy, family education and governance, liability and risk management, real property matters and complex assets, such as private equity and debt. He serves as Chief Fiduciary Officer of Fiduciary Trust International of California and is a member of Fiduciary Trust’s Management and Operating Committees. Before joining Fiduciary Trust, he was a partner with Botto Law Group LLP in San Francisco. He earned his law degree from the University of California, Berkeley, and graduated, cum laude, from Claremont McKenna College with a Bachelor of Arts degree in literature and government. He is a Certified Specialist in Estate Planning, Trust and Probate Law by The State Bar of California and a full member of the Society of Trusts and Estates Practitioners (STEP) and the Palo Alto Area Bar Association. A sixth-generation Californian, he lives in Palo Alto, California, with his wife and three children.
Anna Soliman, Managing Director, Trust Counsel, is a senior trusts and estates advisor with broad experience in the area of estate planning and trust and estate administration, including preparing and reviewing estate tax returns and gift tax returns, and leading audits against the Internal Revenue Service (IRS). Anna was most recently an associate in the tax and wealth department at Venable LLP in Los Angeles, where her responsibilities included crafting and preparing complex estate plans and business succession plans for high-net-worth individuals. She also assisted clients in matters ranging from trust administration and probate to IRS audits. Prior to Venable LLP, Anna was an associate in the private client services department at Proskauer Rose LLP in Los Angeles, where she drafted estate plans and documents for complex wealth transfer transactions on behalf of ultra-high-net-worth individuals. Earlier in her career, she worked for the IRS as an estate tax attorney and served as deputy district attorney in the Sacramento County District Attorney’s Office. Anna earned her Master of Laws (LLM) from Chapman University School of Law, her Juris Doctor degree from the University of California Davis School of Law, and her Bachelor of Arts degree in philosophy, cum laude, from the University of California at Irvine. She is admitted to the California State Bar.
Nita S. Vyas, Managing Director and Trust Counsel, is an accomplished professional with over 10 years of experience in trust and estate planning and administration. Before joining Fiduciary Trust, Nita served as counsel in the tax, trusts and estates department at Greenbaum, Rowe, Smith & Davis, LLP. Prior to that, she was a senior associate in the personal planning group at Proskauer Rose LLP. She also has worked in the private client groups as an associate at Duane Morris LLP and Morgan, Lewis & Bockius LLP. She earned a Bachelor of Arts degree from Brown University, her Juris Doctor from Fordham University School of Law and her LL.M. in taxation from New York University School of Law. She is a member of the American Bar Association (Real Property, Probate and Trust Section), the New York City Bar Association, the New York State Bar Association, the South Asian Bar Association of New York and the South Asian Bar Association of New Jersey. Nita is a published author in several legal newsletters including the Personal Planning Strategies Newsletter and serves as Assistant Secretary at the Friends of A.R.C.H., Inc.
- This event will be held as a one-hour webinar, beginning at 3:30 pm EDT.
- Registration is complimentary for members and guests.
- Connection details will be emailed one day prior to the event.