CEPC Breakfast Meeting
Wealth Transfer Opportunities Today
October 23 2024 | 7:45am - 9:30am | Carmel Country Club

CEPC’s October 23rd breakfast meeting will feature presenter Andrew Bishop with Bernstein. This presentation highlights the many ways families can transfer wealth to charity and family, but importantly how these strategies will succeed in these turbulent financial times. More specifically, the presentation will cover:

• Today’s planning challenges and opportunities due to increasing interest rates, higher inflation, and lower returns;
• The considerations and impacts of certain planning strategies (including, gifts to DAFs, CRUTs, CLATs as well as lifetime gifts, installment sales, rolling GRATs, and Roth conversions)
• How we can help clients better understand the mechanics of and tax savings from these strategies.

Register Here

Speaker:

Andrew Bishop is a Director in Bernstein’s Washington, DC, office. As a member of the Wealth Strategies Group, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits.

Andrew joined Bernstein in March 2011 as a Private Client Associate. He began working in the Wealth Strategies Group in 2014, serving as an Analyst and subsequently a Senior Analyst in 2016 before being appointed to his current role in January 2020. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

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