Executive Benefits
Registration and cocktails
5:00pm – 5:15pm
Dinner
5:15pm – 6:00pm
Program
6:00pm – 7:00pm
RESERVATIONS
by Friday, February 13th
You will be sent a return email confirmation.
About the Program
Increasingly, estate planners encounter executive benefits in their practices. Whether your client is an entrepreneur seeking strategies to recruit, retain, and reward employees in this competitive employment environment, a business owner considering transitioning his/her/their company to the management team, or an executive integrating their benefits into their estate plan, all practitioners need to understand the options available, the best fit for the client situation, and the tax and legal implications for the client's plan. During this presentation, I will provide an overview of each strategy, the relevant tax, legal and accounting consequences, and the advantages and pitfalls you may encounter in your practice.
About the Speaker
Kathleen Bilderback serves as Counsel for Sandberg, Phoenix & von Gontard, P.C., a national law firm based in St. Louis, Missouri. She specializes in wealth transfer planning, business succession, and executive benefits. Prior to returning to private practice in 2005, she was a member of the Advanced Markets Group at General American Life Insurance and subsequently, MetLife. A nationally recognized speaker and author, she has presented to AALU, the Society of FSP, NAIFA, the Top of the Table for the Million Dollar Roundtable, the National Association of Estate Planners and Councils, and various for profit and non-profit organizations around the country. She currently serves as a Trustee for the National Board of NAIFA, a member of the Executive Committee and Chair of the Planned Giving Committee for the St. Louis Zoo Association, and a member of the St. Louis Children’s Hospital Foundation Planned Giving Committee.
Thank you to our Meeting Sponsor
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