EPCRI Lunchtime Learning: Avoiding Overplanning: How to Right Size a Transfer Tax Strategy for Success
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Meeting will be held via Zoom. Log-in information will be sent prior to the program.
Program Description:
Many individuals who rushed to capture 2012’s increased lifetime exclusion from federal gift and estate tax later dealt with “buyer’s remorse” when they realized their planning decisions were at odds with other financial goals. As we stand now at the precipice of another rush to plan before 2026’s scheduled drop in the basic exclusion amount, it’s a good time to remember that a potential transfer tax strategy should be evaluated in the context of the individual’s long-term financial needs and ultimate goals for their chosen beneficiaries. Ms. Goode will discuss particular issues to consider in determining whether a client’s estate plan might conflict with their non-tax related goals, how to evaluate such factors, and ways in which clients can retain access to the assets they need while achieving the tax savings they want.
Presenters:
Jennifer B. Goode, Director of the Institute on Trust and Estates
Jennifer B. Goode is a Director of the Institute on Trusts and Estates with Bernstein Private Wealth Management in the Washington, D.C. office. Prior to joining Bernstein, Jennifer was a Founding Partner of Birchstone Moore LLC, a Washington, D.C., boutique law firm focused on estate planning and estate and trust administration. In connection with her work at Birchstone Moore, Jennifer was previously recognized as a Top Lawyer and a Top Financial Advisor by Washingtonian Magazine.
Jennifer’s involvement in the larger Washington D.C. estate planning community includes her tenure as a past Co-Chair of the D.C. Bar’s Taxation Section’s Estate Planning Committee and as a current Co-Chair of the Washington, D.C. Estate Planning Council’s Programming Committee. Additionally, Jennifer is an adjunct instructor at Howard University School of Law, where she teaches a course on estate planning, and a member of the Board of Directors for the Council for Court Excellence, a nonprofit focused on enhancing D.C.’s justice system to serve the public equitably.
Jennifer earned her B.A. in Social Thought and Analysis from Washington University in St. Louis and her J.D. from Duke University School of Law.
Brian Beneduce, Vice President - Financial Advisor
Brian Beneduce is a VP, Financial Advisor with Bernstein Private Wealth Management in the Boston, MA office. Brian focuses his practice on advising multigenerational families throughout New England, specifically those with complexities related to the transfer of wealth, charitable giving,and divorce.
Brian also runs Bernstein’s Retirement Plan Advisory practice for New England, working closely with Plan Sponsors of 401(k)/403(b) plans and their employees.
A Rhode Island native, Brian now lives in Topsfield, MA with his wife, Hannah, their two cats, and eight chickens.
