Deutsche Bank’s Blanche Lark Christerson to Speak at Knowledge Congress’ Live Webcast on Estate Tax Legislation - 2010 is Here: What Now?
New York, NY, September 15, 2009 --(PR.com)-- The Knowledge Group/The Knowledge Congress Live Webcast Series, the leading producer of regulatory focused webcasts announced today that Blanche Lark Christerson, Managing Director, Deutsche Bank Private Wealth Management will speak at The Knowledge Congress’ upcoming webcast entitled: “Estate Tax Legislation - 2010 is here: What now?”. This two-hour event is scheduled on Monday, February 22, 2010, at 12:00 PM - 2:00 PM ET. (For further details of the event and an updated list of panelists, please visit: http://www.knowledgecongress.org/event_2010_Estate_Tax.html)
Event Synopsis
At this writing, the House, but not the Senate, has addressed the looming demise of the estate tax in 2010 (but just for that year) by voting to make permanent the $3.5 million estate tax exemption and 45% rate. If the Senate does not act before the close of 2009, and Congress attempts to retroactively reinstate the estate tax and generation-skipping transfer tax in 2010, this seemingly will guarantee constitutional challenges that will keep courts busy for the foreseeable future. If repeal holds for 2010, then 2011 will dawn with a $1 million exemption and a top rate of 55%. This session will attempt to address this uncertainty by suggesting different approaches in planning, as well as various bills that address estate tax permanency, maximum estate tax rates, and "portability" - or the surviving spouse's ability to use what remains of the deceased spouse's exemption.
About Blanche Lark Christerson
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management, where she works with clients and their advisors to help develop appropriate planning strategies. She is also the author of Tax Topics, a monthly commentary on current legislation and other tax issues. Prior to joining Bankers Trust Company (now Deutsche Bank) in 1997, she was in the estate planning department at U.S. Trust for 10 years, and had primary editorial responsibility for Practical Drafting, the estate planning publication. Ms. Christerson lectures to various planning and professional organizations nationwide, and is a frequent source for the media. She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law. Ms. Christerson is a member of the New York State Bar Association, the Bar of the City of New York and the American Bar Association, and is also the president of the Bagby Foundation for the Musical Arts.
About Deutsche Bank Private Wealth Management
Deutsche Bank Private Wealth Management (PWM) has been serving the interests of wealthy individuals, families and select institutions for more than a century. With offices across the United States, PWM provides a variety of customized solutions to private clients worldwide including traditional and alternative investments, risk management strategies, lending, trust and estate services, wealth planning, family office services, custody and family and philanthropy advisory.
PWM is the gateway through which private clients can access the tremendous resources of Deutsche Bank, one of the world's largest financial institutions and a global leader in asset management and capital markets solutions.
For more information about Blanche Lark Christerson, and Deutsche Bank Private Wealth Management, please visit: www.pwm.db.com/pwm/en
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org
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Event Synopsis
At this writing, the House, but not the Senate, has addressed the looming demise of the estate tax in 2010 (but just for that year) by voting to make permanent the $3.5 million estate tax exemption and 45% rate. If the Senate does not act before the close of 2009, and Congress attempts to retroactively reinstate the estate tax and generation-skipping transfer tax in 2010, this seemingly will guarantee constitutional challenges that will keep courts busy for the foreseeable future. If repeal holds for 2010, then 2011 will dawn with a $1 million exemption and a top rate of 55%. This session will attempt to address this uncertainty by suggesting different approaches in planning, as well as various bills that address estate tax permanency, maximum estate tax rates, and "portability" - or the surviving spouse's ability to use what remains of the deceased spouse's exemption.
About Blanche Lark Christerson
Blanche Lark Christerson is a managing director at Deutsche Bank Private Wealth Management, where she works with clients and their advisors to help develop appropriate planning strategies. She is also the author of Tax Topics, a monthly commentary on current legislation and other tax issues. Prior to joining Bankers Trust Company (now Deutsche Bank) in 1997, she was in the estate planning department at U.S. Trust for 10 years, and had primary editorial responsibility for Practical Drafting, the estate planning publication. Ms. Christerson lectures to various planning and professional organizations nationwide, and is a frequent source for the media. She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law. Ms. Christerson is a member of the New York State Bar Association, the Bar of the City of New York and the American Bar Association, and is also the president of the Bagby Foundation for the Musical Arts.
About Deutsche Bank Private Wealth Management
Deutsche Bank Private Wealth Management (PWM) has been serving the interests of wealthy individuals, families and select institutions for more than a century. With offices across the United States, PWM provides a variety of customized solutions to private clients worldwide including traditional and alternative investments, risk management strategies, lending, trust and estate services, wealth planning, family office services, custody and family and philanthropy advisory.
PWM is the gateway through which private clients can access the tremendous resources of Deutsche Bank, one of the world's largest financial institutions and a global leader in asset management and capital markets solutions.
For more information about Blanche Lark Christerson, and Deutsche Bank Private Wealth Management, please visit: www.pwm.db.com/pwm/en
About The Knowledge Group, LLC/The Knowledge Congress Live Webcast Series
The Knowledge Congress is a series of live webcasts produced by The Knowledge Group, LLC, which examine trends, regulatory, and technology changes across a variety of industries. “We bring together the world's leading authorities and industry participants through informative two-hour webcast that study the impact of changing regulations and help businesses succeed through proper regulatory compliance.” To contact or to register to an event, please visit: www.knowledgecongress.org
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Contact
The Knowledge Congress
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Thomas LaPointe, Jr., Executive Director
1.800.578.4370
www.knowledgecongress.org
Therese Lumbao, Director
Account Management & Member Services
tlumbao@knowledgecongress.org
Contact
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