• William Weintraub: Nuances and Complexity in Estate Planning Strategies

  • Mar 13 2024
  • Length: 41 mins
  • Podcast

William Weintraub: Nuances and Complexity in Estate Planning Strategies

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  • Summary

  • One of the six founders of Elkins Kalt Weintraub Reuben Gartside LLP, Bill specializes in estate planning, transactional tax planning, and tax controversies. His wealth transfer and estate planning clients include high- and ultra-high net worth individuals and families, professional athletes, entertainers and business owners throughout Southern California. Some estate plan clients require sophisticated trusts and transactions to carry out their goals, while other clients require relatively straightforward plans. In all cases, Bill continuously draws on his extensive experience to arrange for a smooth and efficient transfer of property from one generation to the next. Listen to this informative Legacy Leaders episode with Bill Weintraub about estate planning strategies. Here is what to expect on this week’s show: ● Bill's career path from accounting to law school led him to specialize in estate planning. His expertise in tax law from his early days at a boutique tax firm allowed him to seamlessly transition into estate planning, where he saw the opportunity to help clients with their financial and legal needs. By combining his knowledge of tax law and estate planning, Bill was able to create a unique practice that catered to the holistic needs of his clients, ultimately finding fulfillment in a field where he could make a positive impact. ● Bill emphasizes the importance of focusing on the client experience in estate planning, highlighting the significance of every step from the initial call to the completion of documents. He ensures clients feel valued and informed throughout the process, emphasizing clear communication and understanding. ● Bill discusses common misconceptions in estate planning, such as the belief that it's just a form document. He emphasizes the complexity and nuances involved in creating effective estate plans tailored to individual circumstances. ● Bill also talks about common pitfalls, like ineffective incentives for children and potential family conflicts from trustee appointments, highlighting the importance of thoughtful and personalized estate planning strategies. Connect with Bill: www.elkinskalt.com With your Guest Host Steven Step Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. His clients on track to building more than $86 million of additional wealth through safe, proven financial strategies. Steve's clients think of him as their "secret weapon," helping them build and safeguard their wealth. One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 10 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Connect with Steven: https://www.linkedin.com/in/stevenstep/ https://www.stepaheadsb.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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