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Talking to Baby Boomer Parents About Estate Planning

Kellogg Alumni Club of New York

Tuesday, February 12, 2013 from 6:30 PM to 8:30 PM (EST)

New York, NY

Talking to Baby Boomer Parents About Estate Planning

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Ticket Type Sales End Price Fee Quantity
I am a Kellogg Alum Ended $25.00 $0.00
I am a Northwestern Alum Ended $25.00 $0.00
I am a Guest of Kellogg Ended $25.00 $0.00

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Event Details

Kellogg Alumni Club of New York

The Kellogg Alumni Club of New York
and the
The Medill Club of New York City 

invite you to

 

Talking to Baby Boomer Parents

About Estate Planning and Sensitive Later Life Issues

featuring 

Thomas J. Pauloski Lauren Young Michael P. Ryan

Are you familiar with the terms: Last Will & Testament, CodicilSpecial Needs Trust, Living Will, Health Care Proxy, Medicare Qualification Trust, Power of AttorneyAre your parents' affairs in order? Have you had a discussion with them about retirement, estate planning and other sensitive late life issues?

If the answer to any of these questions is 'no'... please join us for a panel discussion on initiating meaningful conversations with family members about estate planning and other sensitive late life issues. Starting now gives them, you and all other family members more time to adequately plan, prepare and prosper.

 

There are over 73 million Baby Boomers, who were born between 1945 and 1964. They contributed to and benefitted from the greatest period of economic growth in American history and have amassed the greatest amount of wealth of any generation before them. Between 2015 and 2025, however, they will begin to pass away and during that period, America will experience the greatest generational transfer of wealth the world has ever known. The manner in which their estates are structured will determine how cleanly or messily that transfer takes place. We recognize that talking about money with your parents can feel awkward. Throughout the evening, we will discuss the hard realities of managing estates and provide strategies for overcoming the emotional barriers that accompany a discussion on sensitive late life issues.

Light hors d'oeuvres and refreshments will be served. This event is open to all alumni of Northwestern University. Seating is limited. Please register soon. If you should have any questions about the event, please feel free to contact Avrumie Herssein KSM'11.

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Cost $25 in advance only
No entry will be allowed without advanced registration.

Don't be a stranger. Let's keep in touch. 

Become a fanFollow us.  

 


About the Moderator

Lauren Young (MSJ'93) is the wealth editor at Thomson Reuters, where she covers personal finance, wealth management and investment strategies for professional and consumer audiences. Prior to joining Thomson Reuters in 2009, she was a writer at BusinessWeek, covering all aspects of personal finance. Before that, Young was a senior writer at SmartMoney, covering a similar beat. She is a frequent contributor to The Wall Street Journal on the subject of personal finance and has appeared on network morning talk shows as well as NPR, BBC, CNN and MSNBC. Amongst her many honors, Young was a recipient of the Investment Company Institute’s Award for Excellence in Personal Finance Journalism. She holds a bachelor of arts degree with honors from Penn State University and masters in journalism from the Medill School at Northwestern University. A dedicated alum of the university, she served as the president of the Medill Club of New York City for six years and was awarded the 2003 Northwestern University Alumni Association Service Award. She also serves on the boards of the Deadline Club, Nevus Outreach and Penn State’s Schreyer Honors College.

About the Panelists

Thomas J. Pauloski (McC'82) is a National Managing Director of the Wealth Management Group at AllianceBerstein. He works with the firm's private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Pauloski was appointed a National Managing Director in 2009. Prior to joining the firm, he was a partner in the trusts and estates department at Winston & Strawn in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools. He has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School.  He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service. Tom earned a bachlor of science in environmental engineering from the McCormick School at Northwestern University and a juris doctorate, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal.  

Michael P. Ryan is well known to the New York Trusts and Estates community as a speaker at a wide variety of Bar Association events and other similar gatherings. He joined Cullen and Dykman after many years of service to the Surrogate’s Court in Nassau County where he had been appointed its Chief Clerk after serving as a member of its Law Department as Court Attorney - Referee. He was former President of the New York State Surrogate’s Law Association. Michael is also an Adjunct Professor of Law at New York Law School in the Taxation LL.M. program. He teaches a course in trust and estate litigation, along with a course on the basic concepts of federal gift and estate taxation. Michael earned a bachlor of arts from the University of Notre Dame and a juris doctorate from Fordham University.  

- - - - - - - - -

Cost $25 in advance only
No entry will be allowed without advanced registration.

Don't be a stranger. Let's keep in touch.

Become a fanFollow us.  

 

Have questions about Talking to Baby Boomer Parents About Estate Planning? Contact Kellogg Alumni Club of New York
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When & Where



Bernstein Global Wealth Management
1345 Avenue of the Americas
New York, NY 10105

Tuesday, February 12, 2013 from 6:30 PM to 8:30 PM (EST)


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Organizer

Kellogg Alumni Club of New York

Akiba Saeedi, Co-President email

Danielle Robinson, Co-President email

Ahmed Elcott, Treasurer email

Kelsy Recht, Secretary email

----------------------------------------------------------------

Hermann Mazard, President-Emeritus email


  Contact the Organizer

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