How to Navigate Assets That Are Based in Multiple States

Date: Wednesday, March 6, 2024
Time: 5:30pm - 7:30pm
Location: Riverside Receptions, 35 N River Ln, Geneva, IL 60134
Speaker: Panelists to include Donna Hartl, Louis Laski, and Neil Goltermann. Faciliated by John T. Matejcak.

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Odds are that your high net worth client is making a state like FL or TN their permanent residence but will still own physical property/assets here.   They may also have a family lake house in WI that they want to include in their estate plan.     Now what?

This meeting is loaded with talented panelists including:

  • Donna Hartl,JD, CPA.   Donna is the Tax Group Chair at Roetzel and Andress and specializes in the areas of tax, estate planning, probate, and nonprofits.  Her team includes professionals based in FL whom she will draw on during our conversation.
  • Louis A. Laski, JD.  Partner at Katten Muchin Rosenman.  Louis is a Partner in the Private Wealth group and specializes in estate planning for the ultra-HNW.
  • Neil T. Goltermann.   Senior Attorney, Momkus LLP. Neil is a popular speaker in the industry with recognized estate planning experience.

Come to this FVEPC meeting to hear from our panelists the opportunities and pitfalls these scenarios can create!


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