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Section | Estate Planning, Trust and Probate

Probate & Estate Planning and Probate Litigation Sections Meeting

The Economics of Advanced Estate Planning Techniques

Speaker
Martin S. Johnson | Sagemark Consulting, a division of Lincoln Financial Advisors

Join the Sections for a walk through of some advanced estate tax reduction planning case studies. This special session will demonstrate the power of using economic modeling to educate you and your clients about the impact of using various advanced tax reduction strategies. These case studies will show the outcome of implementing different strategies as compared to a client’s current situation. Come and see how the concepts of gifting, charitable planning, life insurance, asset discounting and transferring appreciation outside the taxable estate can be modeled and used to help clients make informed and thoughtful decisions to preserve wealth.

Following the presentation, there will be time for Q&A.

HANDOUT for Program

1.0 CLE will be provided towards General or Legal Specialist Continuing Legal Education (LSCLE) for Estate Planning.

Paul Gruwell and Laura Gibble
Co-Chairs of the Probate & Estate Planning Section

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MCBA IS AN APPROVED PROVIDER AND CERTIFIES THAT THIS ACTIVITY HAS BEEN APPROVED FOR MINIMUM CONTINUING EDUCATION CREDIT BY THE STATE BAR OF CALIFORNIA IN THE AMOUNT OF 1.0 HOUR TOWARDS General MCLE or LSCLE (Estate Planning).

1.0 CLE | General

Contact

Denise Belli | Email
Mee Mee Wong | Email

07/21/2021 12:00 PM 07/21/2021 1:00 PM America/Los_Angeles Probate & Estate Planning and Probate Litigation Sections Meeting The Economics of Advanced Estate Planning Techniques Hosted Webinar, Log in sent after registration, , CA, Marin County Bar Association info@marinbar.org false MM/DD/YYYY

Registration

Registration for this event has ended

Date and Location

Wednesday | July 21, 2021
12:00-1:00P

Hosted Webinar
Log in sent after registration

Speaker Information

Martin S. Johnson

Sagemark Consulting, a division of Lincoln Financial Advisors

Martin specializes in comprehensive fee-based financial planning with Sagemark Consulting – Lincoln Financial Advisors. Martin brings over 18 years of experience educating affluent individuals, families and business owners about unique and innovative strategies that can help grow, protect and preserve the wealth they have worked hard to accumulate.

Martin specializes in working with clients who have already done some past planning with other advisors. By reviewing and coordinating work that that may have been done at different times by different advisors, Martin can often identify missed opportunities and coordination gaps, and educate clients about new planning techniques and opportunities.

Martin is often consulted by attorneys, CPAs and investment management professionals to provide wealth preserving planning ideas for their clients.

Martin is a member of the Financial Planning Association (FPA) and the National Association of Insurance and Financial Advisors (NAIFA). He is a member of the Adjunct Faculty in the Graduate School of Business at Golden Gate University in San Francisco. He is also an active member of the Diablo Valley Estate Planning Council. Martin is also a member of Sagemark Consulting’s prestigious Resource Group.

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