{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/63b1dfa92f7bca00106901e5/680b9168a0621680872e59c3?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"Episode 106: IN FOCUS: Over-Looked Estate Planning Tips to Consider for 2025  with Brian Balduzzi and Lisa Presser (Faegre Drinker)","description":"<p>Join <a href=\"https://www.linkedin.com/in/shenkman/\" rel=\"noopener noreferrer\" target=\"_blank\">Jonathan I. Shenkman</a>, President &amp; CIO of <a href=\"https://www.parkbridgewealth.com/\" rel=\"noopener noreferrer\" target=\"_blank\">ParkBridge Wealth Management</a>, as he goes “IN FOCUS” to explore more advanced wealth planning topics. </p><p>&nbsp;</p><p>This week, we will go IN FOCUS where we cover more advanced wealth planning topics.</p><p>&nbsp;</p><p>Today, we are joined by <a href=\"https://www.faegredrinker.com/en/professionals/b/balduzzi-brian-m#tab-Overview\" rel=\"noopener noreferrer\" target=\"_blank\">Brian Balduzzi</a> and <a href=\"https://www.faegredrinker.com/en/professionals/p/presser-lisa-s#tab-Overview\" rel=\"noopener noreferrer\" target=\"_blank\">Lisa Presser</a> both from the law firm Faegre Drinker Biddle &amp; Reath based in Philadelphia and Princeton, NJ . Brian and Lisa will be discussing “5 Over-Looked Estate Planning Tips to Consider for 2025.”</p><p>&nbsp;</p><p>Given the potential sunset of the Tax Cuts and Jobs Act or a repeal of the federal estate and generation-skipping transfer tax, this program will discuss some estate planning topics that may have been missed or overlooked by advisors and clients. These over-looked tips in estate planning include life insurance planning, broad limited powers of appointment, QTIP-able trusts, GRATs, and more.</p><p>&nbsp;</p><p>&nbsp;</p><p><strong>***UPCOMING LIVE WEBINAR: </strong>On Thursday, May 8th @ 8:30am (New York time) featuring Timothy Noonan, a Partner at Hodgson Russ LLP based in Buffalo, NY will be speaking on “<em>Hot Topics in NY Tax Audits and Enforcement</em>.”</p><p><strong>Register here:</strong> <a href=\"https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew\" rel=\"noopener noreferrer\" target=\"_blank\">https://us02web.zoom.us/webinar/register/WN_sFsNmWyqSSqHxjNq9pXcew</a> &nbsp;&nbsp;***</p><p>&nbsp;</p><p>Stay connected:</p><p>1) Questions? Comments? Media Inquiries? Reach out to <a href=\"mailto:Jonathan@ParkBridgeWealth.com\" rel=\"noopener noreferrer\" target=\"_blank\">Jonathan@ParkBridgeWealth.com</a></p><p>2) Signup for my monthly NEWSLETTER here: <a href=\"https://www.parkbridgewealth.com/newsletter\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.ParkBridgeWealth.com/newsletter</a> </p><p>3) Get notified of upcoming LIVE webinars: <a href=\"https://www.parkbridgewealth.com/webinars\" rel=\"noopener noreferrer\" target=\"_blank\">https://www.parkbridgewealth.com/webinars</a>&nbsp;</p><p>4) Click to follow/connect: <a href=\"https://www.instagram.com/jonathanonmoney\" rel=\"noopener noreferrer\" target=\"_blank\">Instagram</a> | <a href=\"https://twitter.com/JonathanOnMoney\" rel=\"noopener noreferrer\" target=\"_blank\">X</a> | <a href=\"https://www.youtube.com/@JonathanOnMoney\" rel=\"noopener noreferrer\" target=\"_blank\">YouTube</a> | <a href=\"https://www.linkedin.com/in/shenkman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn</a> | <a href=\"https://www.parkbridgewealth.com/blog\" rel=\"noopener noreferrer\" target=\"_blank\">Blog</a> </p>","author_name":"Jonathan On Money"}