Akers on the ACTEC Summer 2014 Meeting

Steve Akers, of Bessemer Trust, has these notes on the ACETC Summer 2014 meeting. As always, many nuggets of estate planning wisdom. Mr Akers’ notes include reflections on interacting with younger (e.g. millennial) clients and professionals (pp. 1-9), how divorce factors into the estate planning process (pp. 10-15), estate planning for blended families (pp. 16-20), handling elderly clients with diminished capacity (pp. 21-25), elder law planning (pp. 25-30), income tax planning (pp. 30-37), and leveraging life insurance to pay estate taxes (pp. 38-46).

My law firmJohnson Law KC LLC, has experience working with individuals and families to solve their business and estate planning needs. I enjoy working with a variety of clients – ranging from single young professionals with minimal assets to multimillionaire business owners with complex trusts. If my law firm can help you or your family with your estate planningelder lawasset protectionbusiness law needs, or digital estate planning, call me (913-707-9220) or email me (steve@johnsonlawkc.com) for a free, convenient appointment.

(c) 2014, Stephen M. Johnson, Esq.


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