Loudoun Estate Planning Council Monthly Meeting with the speaker, Gerry Gaeta!
ABOUT THE PRESENTATION:
“Now or Never”: Estate Taxation and Wealth Transfer Planning
At this presentation, learn three reasons to consider wealth transfer now. Mr. Gaeta will also provide updates on some of the recent tax proposals to help financial agents and their clients stay as current as possible.
ABOUT THE PRESENTER:
Gerry joined City National Rochdale in 2020 with over 25 years of Estate,
Financial, and Business Succession Planning experience. Gerry also has
several years of private practice experience as an attorney specializing in
Estates and Trusts and Real Estate law. He is responsible for partnering
with financial advisors and their clients to deliver Comprehensive Wealth
Assessment (CWA) services that identify opportunities to enhance
financial well-being across investment planning, asset protection, and risk
management, income tax mitigation, philanthropy, and estate and legacy
Previously, Gerry was a Managing Director of Financial Planning for First
Republic Bank. In this role, he supported the advanced planning needs of
ultra-high net worth clients in Southern California. Prior to this, he held
several positions at New York Life including Advanced Planning Consultant
and Private Placement Life Specialist. He also founded the Estate and
Investment Planning Group at Midlantic Bank served as Head of Financial
Planning at Allstate Financial Services/Lincoln Benefit Life, and led the
Prudential Securities entry into the Trust Services business.
Gerry earned a B.S. in Physics and a B.A. in Psychology from Widener
University, a Master of Science in Financial Services (MSFS) from The
American College, and a J.D. from New York Law School.