Elizabeth Glasgow and Larry Mandelker presented "Working with Mobile Clients" to financial advisers for high-net-worth individuals and the entertainment industry on September 6, 2018.
Clients moving from state to state are an increasingly common phenomenon for financial advisers working with high-net worth individuals and the entertainment industry. These mobile clients face tax and estate planning challenges that they often have not considered in making the decision to move. Financial advisers are frequently the first line of defense in alerting these clients to actions that they must take to preserve certain tax benefits, protect their assets, and provide for their families. During this presentation, Elizabeth and Larry addressed questions that financial advisers should be asking clients that have moved or are contemplating a move to ensure they are properly prepared.