Leveraging the Increased Lifetime Gift and Estate Tax Exemption

Join us for Prudential’s 10-Minute Mondays, presenting 10-minute overviews on an idea designed to add life to your practice. During the session, we’ll review the core components of the strategy, the profile of clients who may benefit, and a practical application through the lens of a case example.

Webinar Information:
Attention – there is no dial-in for this webinar.
Audio will stream through your computer speakers or mobile device. Please adjust the volume as needed.
If you don’t have speakers, you may be able to hear the webinar by plugging in headphones.
For best audio experience, please allow Flash on your browser. ON24 recommends these web browsers: Firefox, Chrome, IE11.
All questions should be sent via the Q&A chat window.

Speaker
Matthew Fitch, J.D.,* CLU
Director, Advanced Planning, Prudential Financial, Inc.

Matt is a Director in the Advanced Planning group of Prudential’s Individual Solutions Group. He has extensive experience in creative case design and concept illustration. Matt is highly proficient with wealth transfer and leveraged gifting strategies, along with a full range of financing arrangements.

Prior to joining Prudential, Matt spent several years on The Hartford’s Advanced Marketing team, consulting on high-end cases. He received his law degree from the UConn School of Law.

*Not in the practice of law for Prudential.