FOX Webcast: Conducting an Estate Settlement Fire Drill - What Should be on Your Checklist? - June 22, 2022

Overview

Wednesday, Jun 22, 2022 - 10:00am to 11:00am CDT


Please join us on Wednesday, June 22, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

The passing of a family member is always stressful and challenging. The family office plays a critical role in helping the family through the process, often coordinating everything from the smallest funeral details to the preparation of the IRS Form 706. During this webinar, Mandy Chardoul and Jessica Wiltjer will discuss the benefits of pre-planning, through the use of fire drills and mock/proforma 706 preparation. They will also share experiences and lessons-learned in dealing with the deaths and estates.

“Being prepared for loss is never the same as being ready for it.” (R.K. Milholland)
 

By the end of this webcast, attendees will be able to:

• Further prepare for unexpected loss and estate planning

• Understand the benefits of pre-planning and mock/proforma 706 preparation
 

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

Field of Study: Taxes - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT Webcast Begins
   
 

Presentation: Conducting an Estate Settlement Fire Drill - What Should be on Your Checklist?
   
11:00 am CT Webcast Adjourns

 

  

Presenters

Mandy Chardoul, CPA, MST, CFP®
Tax Partner, Plante Moran, PLLC 

As a tax partner and a leader within Plante Moran’s Family Office Services Group, Mandy is sought out by affluent families, family offices, and other professional advisors for her in-depth knowledge of estate, gift, and trust taxation.  Clients appreciate Mandy’s collaborative approach, and her ability to make complicated tax concepts easy to understand.  

Mandy’s technical strength comes from nearly twenty years of experience helping clients with strategy and execution as well as overseeing the filing of hundreds of large and complex 709 and 706 gift tax returns.  At a firm level, she serves on the front line of Plante Moran’s National Tax Office studying emerging issues and providing guidance to tax leadership. 

Mandy has presented to family office professionals nationwide on a variety of estate and income tax planning topics. She is also an active member of the Family Office Exchange and the AICPA.
 

Jessica Wiltjer, CPA
Principal, Plante Moran, PLLC

Jessica S. Wiltjer is a Principal in the Wealth Management practice. As leader of the firm’s Estate Tax Compliance Practice, her team works closely with family members and their trusted advisors to navigate the tax reporting requirements unique to the passing of a loved one. Her areas of expertise include estate compliance, fiduciary income tax and planning as it relates to high net worth individuals.

 

FOX Moderator

Scott Winget
Enterprise Market Leader

Scott Winget is the Enterprise Market Leader at Family Office Exchange (FOX). In his role, Scott serves as Co-Chair for Enterprise Councils and Executive Councils, where members can share experiences, ideas and best practices with veteran peers in a confidential environment. Scott also serves as relationship manager for Enterprise Family members, in order to understand their unique needs and provide them with access to important research and objective guidance. He is as a member of the FOX leadership team, helping to develop and execute service strategies designed to meet the needs of his market segment, and also participates in new research and thought leadership meaningful to members.

Serving families for over 25 years in the areas or family office, wealth management and estate and tax planning, Scott brings significant experience to FOX and its members. Prior to joining FOX, Scott created and led multi-disciplinary and award-winning consulting groups that provided comprehensive family office services at both Cresset and Ascent Private Capital Management. Earlier, he was a senior wealth planner at Wells Fargo Family Wealth (later, Abbot Downing) and began his career as an income tax and estate planning specialist with Arthur Andersen and EY. Scott has participated in the FOX community for over 15 years.

Scott is a CPA and holds a J.D. from The Ohio State University, where he also earned a B.S. in Business Administration with a dual major in Accounting and Finance. He is a member of the Rocky Mountain Estate Planning Council, Colorado Society of CPAs and the Colorado Bar Association. He has also held several securities and insurance licenses and served on the board of the Mountain Area Land Trust as Treasurer and head of the Finance Committee among other roles with non-profits.