Webinar | Highlights from the 2020 Heckerling Institute for Estate Planning

Date: Thursday, February 20, 2020
Time: 12:00pm - 1:30pm
Location: Webinar
Speaker: John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg, Bank of America Private Wealth

 

Program Description and Benefits:
Members of Bank of America’s National Wealth Planning Group will summarize key take-aways from the recent Heckerling estate planning conference, including the sessions on recent developments, charitable planning, grantor trusts, digital assets and more.

Speakers’ Biographies:
Mitchell A. Drossman is a managing director and the national director of wealth planning strategies.  In this role, Mitchell leads the National Wealth Planning Strategies Group, which is established to provide the capability on a national level to Bank of America and thought leadership on wealth planning and tax matters, in addition to specializing in sophisticated tax, estate and financial planning.  Prior to joining Bank of America, Mitchell was an estate planning attorney with the New York City law firm of Proskauer Rose LLP.  He received his J.D. from Brooklyn Law School. 

John R. Goldsbury, Richard James, Steven Lavner and Ramsay H. Slugg are managing directors and national wealth planning strategists at Bank of America.  In this role, they keep abreast of changes in the law and planning strategies that may affect clients.  They are instrumental in crafting creative plans that deal with complex tax, financial and family issues for ultra-high net worth clients.

Prior to joining Bank of America, John Goldsbury was a partner in the law firm of Jensen Baird Gardner & Henry in Portland, ME. He received his J.D. from Harvard. Prior to joining Bank of America, Richard James was an estate planning attorney in private practice in Boston.  He received law degrees from Suffolk University Law School (J.D.) and Boston University School of Law (LLM).  Prior to joining Bank of America, Steven Lavner was Counsel to the law firm of Kaye Scholer LLP.  He received his J.D. from the New York University School of Law.  Prior to joining the Wealth PLanning Group, Ramsay Slugg was the National Practice Director of Bank of America’s Philanthropic Management Group.  He received his J.D. from the Ohio State University College of Law.

Logistics:

  • No cost to participate
  • Connection details will be provided prior to the webinar

This program is not produced in conjunction with or endorsed by the Heckerling Institute on Estate Planning.  The Heckerling Institute is not responsible for its content. For information about the Heckerling Institute visit www.law.miami.edu/heckerling.

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