Making the Most of Relationships with a Client's Non-Attorney Advisers
Join experts from the estate planning areas of law, finance and accounting as Elizabeth Glasgow Esq., Jean Kim-Wall & Eniko Earley present a panel discussion focused on the interplay of professional advisors working with a client. Learn how these diverse professionals work together as a team to help clients properly plan in a number of areas.
Elizabeth Glasgow concentrates her practice on estate planning and wealth management. She works with business owners, entrepreneurs, real estate investors, and other high-net worth individuals to implement strategies that maximize the preservation of wealth by mitigating income, estate, gift and generation-skipping transfer taxes and managing the exposure of a family’s wealth and business assets to future creditors. Elizabeth frequently works with clients to integrate asset protection strategies, business succession planning and charitable giving structures into their estate plan, to achieve the client’s goals of a comprehensive wealth preservation and transfer plan. Elizabeth’s practice also includes tax planning for non-U.S. citizens contemplating residency in the United States.
Elizabeth's areas of concentrations include:
- Advanced estate and gift tax planning
- Business succession planning
- Asset protection planning
- Pre-immigration planning
- Tax-exempt organization formation and administration
- Trust and estate administration
Jean Kim-Wall has advised ultra-high net worth individuals and families on wealth structuring, estate planning and philanthropic strategies for over twenty years. She also educates families about best practices for sustaining family wealth and family unity across multiple generations.
Jean joined Merrill Lynch in 2010 as a Director, Wealth Strategist in the Century City office. Jean's experience includes planning for estate and gift taxes, wealth preservation, philanthropy, retirement, concentrated stock diversification, stock options, and other tax minimization strategies.
Jean first joined Bank of America through U.S. Trust in 2005, where she was a Senior Vice President of Wealth Planning Solutions in Newport Beach. Jean was a founding member of the San Francisco site of Wealth Planning Center of Wells Fargo Private Client Services. She also practiced law with a focus on estate planning. While at PricewaterhouseCoopers, Jean served as West Region leader for Personal Financial Services Software Solutions.
Eniko Earley has over 20 years of tax consulting and compliance experience serving high net worth individuals and their families. She specializes in investment partnerships, trust analysis, compliance and administration, and estate and gift tax planning and compliance. Eniko assists her clients in evaluating the tax implications associated with forming and reaching their legacy goals, working hand in hand with the client and their estate planning attorney. Eniko began her career in public accounting at KPMG and was with PwC prior to joining HCVT. She is a graduate of Loyola Marymount University and received her Juris Doctorate from Pepperdine Law School.