Estate Planning for Actors and Athletes – B03


Estates and Probate/Elder Law/Tax Law Track
Estates and Probate Section and Sports and Entertainment Law Section

Session B: 10:50 a.m. – 11:50 p.m.

About the Program
We know our favorite athletes, artists, and entertainers through their work on the field, on the radio, and on our screens. But on those shocking occasions when death, disability, and taxes crash down on our heroes, we often see that they failed to plan for these universally human realities. A panel of sports and entertainment service professionals will provide an insider’s view of these estate planning challenges. Learn solutions that will help you craft sound estate plans for your high profile and high net worth clients.

You Will Learn

  • What a comprehensive client intake and assessment form should look like in order for you to decipher and process professional sports, entertainment, and art industry specific estate planning considerations
  • How to identify unique elements of the planning process and communicate efficiently with fellow financial and tax professionals
  • How to spot and address commonly overlooked trust, tax, insurance, intellectual property, and family/beneficiary issues that are often overlooked given the youth, wealth, and fame associated with many of these clients

Moderator
Donald P. Tutson, Jr., Law Office of Donald P. Tutson, Jr., Stamford

Speakers
Hal Biagas, Sideline Sports Management, New York, NY

Heather J. Lange, Brody Wilkinson PC, Southport

Katie Tolson, Director of Trusts and Estates, Bonhams

 

1.0 CLE Credit (CT: 1.0 General; NY: 1.0 AOP)