Date(s) - August 2, 2023
7:30 am - 9:00 am
Estate Planning Strategies: What Clients Should be Thinking & Talking About Today
Financial advisors occupy a trusted position in conversations with their clients about their legacies. Are you having legacy conversations with your clients today? Are you up to speed on the best estate planning strategies for multi-generational wealth transfers? Are you starting to plan for the sunsetting of the current rules in less than three years? Join us for an interactive session with estate, tax and succession expert Sara Dorosti. She will share her top things that multi-generational families can be doing today. She will offer suggestions for holding meaningful legacy conversations with clients. She will also share her thoughts on how families with $13-26mm in wealth can be thinking about changes down the road. And she’ll be able to answer your other estate planning questions.
Sara Dorosti is a Vice President and Senior Wealth Planning Strategist at Comerica Wealth Management. She holds expertise in the areas of estate, tax and business succession planning with business owners, professionals and high-net-worth individuals. Dorosti helps clients build and implement wealth and business succession plans, as well as asset protection strategies.
Dorosti is admitted to the California State Bar Association. She is a candidate for the Certified Trust and Fiduciary AdvisorSM (CTFA) credential issued by the American Bankers Association®.
Before joining Comerica, Dorosti was Vice President at U.S. Bank. Previously, she was an Associate with Pillsbury Winthrop Shaw Pittman, LLP. A graduate of the University of California, Berkeley, Dorosti earned a Bachelor of Arts and Juris Doctor from the university.