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DTSTART:20240306T233000Z
DTEND:20240307T013000Z
LOCATION:Riverside Receptions, 35 N River Ln, Geneva, IL 60134
UID:2468520240306T233000ZHow to Navigate Assets That Are Based in Multiple States
DTSTAMP:20260611T060745Z
DESCRIPTION:\nOdds 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?\n \nThis meeting is loaded with talented panelists including:\n 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. \nCome to this FVEPC meeting to hear from our panelists the opportunities and pitfalls these scenarios can create!\n \n \n
SUMMARY:How to Navigate Assets That Are Based in Multiple States - Fox Valley Estate Planning Council 
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