On-Demand – Gift and Estate Planning and Valuations in 2021

Featured: Christopher D. Wright |  Angela Sadang  |  February 24, 2021

Christopher Wright, Partner, Estates and Trusts, and Angela Sadang, Principal, Advisory Services, recently shared their expertise in gift and estate tax planning and valuations during a live webinar presented by Marks Paneth and Opal Group. The presentation covered valuation considerations in today’s market as well as a number of planning opportunities available to high-net-worth individuals today, including life insurance trusts, highly leveraged gifting through discounting, grantor trusts and Self Canceling Installment Notes. Watch the presentation at any time on-demand.

About Christopher D. Wright

Christopher D. Wright

Christopher D. Wright, JD, CPA, Partner in the Private Client Services Group at Marks Paneth LLP, focuses on estate planning and gift, estate and trust taxation. With over 30 years of experience in accounting, tax and nonprofit organizations, Mr. Wright is adept at working with clients and their professional advisors to assist in developing estate plans that provide both estate tax savings and efficient transfer of assets to the next generation and to charitable organizations.... READ MORE +

About Angela Sadang

Angela Sadang Linkedin Icon

Angela Sadang is a Principal in the Advisory Services group at Marks Paneth LLP. Ms. Sadang specializes in business valuations and the valuation of intangible assets and has over 20 years' experience providing corporate financial consulting services and performing valuations. She serves both publicly traded and closely held companies in a wide range of industries that also involves various asset classes. Ms. Sadang is a Chartered Financial Analyst (CFA) as designated by the CFA Institute and is... READ MORE +

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