Case Study Analysis and Solutions

Case ID: 314088

Abstract:
Case Solution & Analysis for Advising Families on Estate Planning by Robert C. Pozen; Lucas W. Goodman
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, General management, Generational issues, Retirement, Tax accounting, Taxation, Advising Families on Estate Planning Case Solution

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