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DTSTART:20201119T210000Z
DTEND:20201119T221500Z
LOCATION:Via zoom
UID:2026920201119T210000ZGifting in Uncertain Times
DTSTAMP:20260501T055842Z
DESCRIPTION:\nABOUT THE PROGRAM\n With so much uncertainty in the world, clients who are able to leverage the largest gift/estate tax exemption in history may be more reluctant than ever to irrevocably give away their assets — even if they know it will benefit their estates/family in the long run. This session will explore:\n The advantages of making gifts today given the current market environment Ways to create flexibility with irrevocable trusts to help alleviate client concerns using loans that leverage some of the lowest AFRs in history as an alternative. Providing a “wait-and-see” strategy that gives clients the power to decide when and if to make a gift \nABOUT THE SPEAKER \n David McNamara, JD, CFP®, CLU®, ChFC®, FLMI® is Associate Counsel and Underwriting Liaison with John Hancock's Advanced Markets Group. In his current position, he works closely with the field and distribution teams to provide consulting support on all aspects of non-medical underwriting, including financial underwriting, premium financing, underwriting research and tele-client interviews. Prior to joining the Advanced Markets Team, Mr. McNamara worked in various roles including sales support and operations. He received his Bachelor of Arts degree from the University of Massachusetts and his Juris Doctor from Suffolk University Law School.\n \nSCHEDULE\n \nThe program will be held via zoom. Participant audio and video will be muted upon joining the meeting. \n \nInstructions and zoom registration details will be sent via email on November 18.\n
SUMMARY:Gifting in Uncertain Times - Howard County Estate Planning Council 
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