NORTH CENTRAL FLORIDA ESTATE PLANNING COUNCIL

Increasingly, estate planners encounter executive benefits in their practices. Whether your client is an entrepreneur seeking strategies to recruit, retain, and reward employees in this competitive employment environment, a business owner considering transitioning his/her/their company to the management team, or an executive integrating their benefits into their estate plan, all practitioners need to understand the options available, the best fit for the client situation, and the tax and legal implications for the client’s plan.  During this presentation, I will provide an overview of each strategy, the relevant tax, legal and accounting consequences, and the advantages and pitfalls you may encounter in your practice.   

Kathleen W. Bilderback serves as Counsel at Sandberg, Phoenix, and von Gontard, a 200-attorney national law firm headquartered in St. Louis, Missouri. She concentrates her practice in the areas of Wealth Transfer Planning, Business Succession for closely held and family businesses, and Executive Benefits.  She is a frequent speaker on tax and legal topics to Estate Planning Councils and other professional organizations across the country. 

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