Open
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Tuesday, May 8, 2018
8:00 AM – Networking Breakfast
9:00 AM – 11:00 AM Program
Our Lady of the Lakes Catholic School
Auditorium
6600 Miami Lakeway North
Miami Lakes, FL 33014

 

Estate Planning To Die For®:
How To Be a Valuable Member of the Legacy Planning Team

Join nationally-recognized estate planning attorney, Sally Mulhern, for a dynamic, interactive presentation highlighting charitable opportunities available under current federal law. Sally will share real-life stories from her 35+ years of practice, all of which will provide you with the tools to be on the “cutting edge” of legacy planning, and to help implement solutions. By focusing on the “team” approach to estate planning, Ms. Mulhern will demonstrate how allied professionals can work together for the benefit of the client. Sally will use a case study approach to discuss:

  • Avoiding 70-80% tax on retirement accounts

  • New life for CRATs and CRUTs

  • The surge in testamentary charitable lead trusts

  • Charitable planning within intergenerational dynasty trusts

  • Creative lifetime real estate solutions

A great introduction for new professionals, and a wealth of new ideas for seasoned advisors.

 

Sally Mulhern, J.D. Mulhern & Scott, PLLC Portsmouth, New Hampshire Sally received her law degree in 1982 from Cornell Law School, and her undergraduate degree, summa cum laude, Phi Beta Kappa, from Boston College in 1979. She is a founding partner in the law firm of Mulhern & Scott PLLC, with an office in Portsmouth, New Hampshire. Sally concentrates in sophisticated estate planning techniques, and represents some of the nation’s most prominent families. She is a Fellow of the prestigious American College of Trust and Estate Counsel, and for many years has been selected by her peers as one of US News & World Report’s Best Lawyers in America. For 2016, US News & World Report has chosen Sally as the top estate planning lawyer in New Hampshire (Manchester District). She is also a member of Outstanding Lawyers of America and the Bar Register of Preeminent Women Lawyers. In 1997, Sally founded Estate Planning To Die For®, a national speaking agency. She speaks nationally to global financial institutions, universities, international charities, trust departments, financial advisors, and professional organizations, and has shared the podium with Rudy Guilianni, Colin Powell, Her Majesty Queen Noor of Jordan, James Carville, and many other noteworthy individuals. Sally is regularly quoted in the regional and national press, and recently appeared on CBS MarketWatch and in the Wall Street Journal and in Dow Jones Newswire. She is the author of “Estate Planning To Die For®: An Insider’s Guide For Financial Professionals,” which has earned rave reviews from industry leaders, and is currently in its fourth edition. Sally lives in Portsmouth with her husband and law partner, David. They have two adult children and two (of course, beautiful!) grandchildren.

Sally Mulhern, J.D. 

 Bio

Sally received her law degree in 1982 from Cornell Law School, and her undergraduate degree, summa cum laude, Phi Beta Kappa, from Boston College in 1979. She is a founding partner in the law firm of Mulhern & Scott PLLC, with an office in Portsmouth, New Hampshire. Sally concentrates in sophisticated estate planning techniques, and represents some of the nation’s most prominent families. She is a Fellow of the prestigious American College of Trust and Estate Counsel, and for many years has been selected by her peers as one of US News & World Report’s Best Lawyers in America. For 2016, US News & World Report has chosen Sally as the top estate planning lawyer in New Hampshire (Manchester District). She is also a member of Outstanding Lawyers of America and the Bar Register of Preeminent Women Lawyers.

In 1997, Sally founded Estate Planning To Die For®, a national speaking agency. She speaks nationally to global financial institutions, universities, international charities, trust departments, financial advisors, and professional organizations, and has shared the podium with Rudy Guilianni, Colin Powell, Her Majesty Queen Noor of Jordan, James Carville, and many other noteworthy individuals. Sally is regularly quoted in the regional and national press, and recently appeared on CBS MarketWatch and in the Wall Street Journal and in Dow Jones Newswire. She is the author of “Estate Planning To Die For®: An Insider’s Guide For Financial Professionals,” which has earned rave reviews from industry leaders, and is currently in its fourth edition.

Sally lives in Portsmouth with her husband and law partner, David. They have two adult children and two (of course, beautiful!) grandchildren.