17th Annual Intergen Conference
Introduction of the Case Study – 17th Annual Intergen Conference
In this video, Louis W. Pierro, Intergen Host, presents the case study to set the stage for the 17th Annual Intergenerational Estate Planning Conference at the Union League Club on November 29, 2022. This video lays the foundation for the planning techniques described throughout the series.
Business Valuation – 17th Annual Intergen Conference
In this video, Daniel Cooper of Empire Valuation Consultants covers current business evaluation planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Estate Planning – 17th Annual Intergen Conference
In this video, Caryn Keppler of Pierro, Connor & Strauss covers current estate planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Trust Funding – 17th Annual Intergen Conference
In this video, Frank Melia of Contour Mortgage delivers remarks at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Tax Planning – 17th Annual Intergen Conference
In this video, Mitchell Sorkin of EisnerAmper, covers current tax planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Corporate Planning – 17th Annual Intergen Conference
In this video, Louis Pierro of Pierro, Connor & Strauss covers current corporate planning at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Insurance Planning – 17th Annual Intergen Conference
In this video, Lee Slavutin of Stern Slavutin – 2 Inc. covers current insurance planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
Elder Law Planning – 17th Annual Intergen Conference
In this video, Peter J. Strauss of Pierro, Connor & Strauss covers current elder law planning strategies at the 17th Annual Intergenerational Estate Planning Conference hosted at the Union League Club on November 29, 2022.
