Autumn Series 2019 Part 3 – Estate Planning Basics
Presenters: Laura Halferty, JD, Partner, STINSON LLP, MARRCH; John Stone, Senior Vice President, Wealth Advisor
Original Presentation: November 2019
During this session, participants will review how best to establish a strong foundation for estate planning from the perspective of a financial advisor with extensive experience in integrating gift planning into wealth strategies as well as an attorney with specialized expertise specifically in legacy giving. The discussion will focus on key strategies and tools for wealth management, planned giving, legacy protection and tax efficiency.
About the Presenters
Laura Halferty counsels clients in all aspects of estate planning, including structuring lifetime gifts, business succession plans and prenuptial agreements. By listening to and understanding her clients’ goals, Laura crafts their estate plans in a manner that implements their wishes in a tax efficient manner. She represents corporate and individual fiduciaries in probate and trust administration matters, gift and estate tax filings and audits, and in disputed probate and trust matters. She works collaboratively with financial advisors, accountants, corporate and individual trustees, and beneficiaries to administer estates and trusts efficiently and professionally. She is especially gifted at helping business owners craft and implement realistic, tax-savvy succession plans and administering complex, disputed trusts and estates.
John Stone and his team provide disciplined, high-quality investment management, trust and administrative services to organizations and individuals. He has worked in the financial services industry since 1992. John provides comprehensive retirement solutions to plan sponsors and their employees. For his individual wealth planning clients, he has the expertise necessary to integrate advice from multiple disciplines and take a holistic approach to helping them identify and meet their goals. He advises families, professionals, business owners and non-profit organizations to ensure that the management of all resources is aligned with their own unique priorities and objectives. John focuses on building long-term client relationships based on prudence, responsibility and trust.