AEPC October Meeting: Using A Collaborative Approach to Better Serving Clients
Using A Collaborative Approach to Better Serving Clients: A Case Study
The National Association of Estate Planners & Councils’ core value is that the team concept of estate planning best serves the client. Everything Estate Planning Councils do builds on this single principle. As a result, AEPC members are those professionals who must have a seat at the table to properly serve the client – attorneys, accountants, trust officers, credentialed insurance and financial planners, and philanthropic professionals, among others.
This panel takes a look at a case study of how professional advisors might collaborate to help an Alaskan who is seeking to balance various financial, philanthropic and family considerations.
Moderator - Harry Need, MPA, CFRE, Senior Director of Philanthropic Services – University of Alaska Foundation
Karl Kaufman, JD, LLM Tax - Shaftel Law Offices PC
Beth Rose, MPA, CFRE, VP of Philanthropy and External Relations – The Alaska Community Foundation
Cathie Straub, CPA, CFP, Director, Wealth Management for Individuals – Alaska Permanent Capital Management