Webinar: When Opportunity is Knocking: Legacy Planning with Low Interest Rates, Volatile Markets and High Transfer Tax Exemptions

Events / Monday, June 29, 2020
Noon - 12:45 p.m. EDT

On Monday, June 29, 2020, BakerHostetler’s Private Wealth Team hosted an informative 45-minute webinar. Our panelists discussed how the current economic environment – while challenging – provides a window of opportunity for families seeking to efficiently manage their legacies.

Topics Included:
  • Estate planning under the current economic and tax environment
  • Depressed market values
  • Low interest rates and high transfer tax exemptions
  • Robert R. Galloway, Partner and Leader of the Private Wealth team
  • Jonathan M. Forster, Partner
  • Carmela T. Montesano, Partner
  • Samantha M. White, Partner

For questions, contact Lindsay Sonich at or 216.861.6448.

Presentation Materials
Webinar Recording