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  • February 2014
  • Teaching Note
  • HBS Case Collection

Advising Families on Estate Planning

By: Robert C. Pozen
  • Format:Print
  • | Language:English
  • | Pages:16
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Abstract

Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple that married late in life and had highly asymmetrical wealth and age. In the case, Warrick is reading a report written by Peter Sullivan, a top estate planning adviser, which considers how estate planning strategies might need to change due to recent changes in estate tax law. Specifically, Warrick must decide whether each couple should continue with their preexisting estate planning strategy, whether they should modify this strategy somewhat, or whether they should abandon their current strategy entirely.

Keywords

Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States

Citation

Pozen, Robert C. "Advising Families on Estate Planning." Harvard Business School Teaching Note 314-089, February 2014.

More from the Author

    • January 2014 (Revised June 2014)
    • Faculty Research

    Advising Families on Estate Planning

    By: Robert C. Pozen and Lucas W. Goodman
    • January 2014 (Revised November 2014)
    • Faculty Research

    Legislative Choices for U.S. Corporate Tax Reform

    By: Robert C. Pozen and Eric Lonstein
    • December 2013
    • Faculty Research

    Choosing a Charitable Giving Vehicle

    By: Robert C. Pozen, Mayur Desai and Maura A. Graul
More from the Author
  • Advising Families on Estate Planning By: Robert C. Pozen and Lucas W. Goodman
  • Legislative Choices for U.S. Corporate Tax Reform By: Robert C. Pozen and Eric Lonstein
  • Choosing a Charitable Giving Vehicle By: Robert C. Pozen, Mayur Desai and Maura A. Graul
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