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October 10, 2023 Breakfast Meeting

Register Here
Registration deadline:  October 3, 2023

Why Attend This Meeting?

 

You will learn/be refreshed on the key questions we should be asking during the discovery phase as well as what documents we should be asking for depending on how the client answers the questions. 

 

This meeting will focus on: 

  • Considerations for handling digital assets in your estate plan documents

  • Recruiting and retaining difference making employees in a tight labor market

 

Andrew Mackerer, Esq. will discuss Digital Assets and Estate Planning

Description: In today’s highly digital world, addressing digital assets in estate planning is a necessity. These digital assets, such as online accounts/email services, virtual currencies, and digitally stored files, require particular attention from practitioners. Fiduciary professionals should be prepared to address the new challenges these assets create, which could include concerns involving federal privacy laws and terms of service agreements.  The program will provide a comprehensive discussion of the recent estate planning issues and developments surrounding digital assets. Andrew will also share his insights on the most common pitfalls as well as the best practices fiduciaries should consider in maximizing the potentials of digital estate planning. 

Key issues to be discussed are as follows:

  • An Overview of Estate Planning for Digital Assets

  • Recent Trends and Developments

  • Key Issues and Challenges

  • Best Practices

 

Don Cooper, Regional VP Business Planning, will review the critical importance of the owners recruiting, retaining and incentivizing their key employees to stay for the long term via the various types of deferred compensation strategies (Golden Handcuffs) typically funded with Life and Disability insurance benefits. Don intends to review the key ingredients of these strategies as well as when/where they each should be considered. In today’s very tight labor market these tools are essential for planners to be aware of so they can assist their clients in running their businesses profitably.

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Andrew Mackerer, JD, Esq. LL.M

Managing Member

Mackerer Law Offices LLC

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Andrew L. Mackerer, Esq., LL.M. Taxation, is managing member of Mackerer Law Offices and focuses his practice in Estate Business planning, Tax planning, Trust and Estate Administration, guardianship, and fiduciary and beneficiary representation. He also advises business owners on tax strategies, choosing the right entity, and succession/exit planning. In addition, Andrew works with non-profit organizations in forming entities, obtaining or reinstating tax-exempt status. He has volunteered his time to prepare estate planning documents for first responders through the Wills For Heroes program in New Jersey and Pennsylvania and the Wills for Survivors program in Philadelphia.

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Andrew Mackerer 2022.jpg
Don Cooper 2023.jpg

Don Cooper

Regional Vice President - Life

Principal Financial

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Don has over 35 years of experience in the life insurance industry working alongside financial advisors, producers, attorneys and CPAs in finding flexible insurance planning solutions for their clients. He has delivered many seminars and lectures to insurance-licensed advisors. And, he also has experience in working side by side with advisors and their clients on point-of-sale calls.

 

Don holds his Series 6 License as well as New York, New Jersey, and Connecticut state Life and Health Licenses. Don is a New York state certified continuing education (CE) Instructor and certified CPE instructor. He is a member of International Association of Financial Planners, and the National Association of Insurance and Financial Advisors (NAIFA).

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  • This meeting is offered in-person only

  • Cost is $15 for members, $30 for non-members

  • Cost is free for 1st time attendees (see Guest Policy below)

  • Location:

    • Tavistock Country Club

    • 100 Tavistock Lane, Tavistock, NJ  08033 (map).

  • Schedule:

  •       8:30 am -   9:00 am - Breakfast/Registration

  •       9:00 am - 10:30 am - Program

  •     10:30 am - Adjournment

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Guest Policy:

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Guests are welcome to attend our meetings during the 2022-23 year with the following rules:

  • 1st meeting attended (In Person or Virtual) — Cost is Free, Compliments of the Chapter. We welcome you!

  • Subsequent meetings attended (In Person or Virtual)  -- Guest pays $30 non-member meeting registration fee at time of registration.

  • Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options):

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Questions?  Call us at 317-844-6268.

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