Sean Warrick is an estate planning advisor at Macon & Hellwig. He is preparing for meetings with two clients. His first clients are a professional married couple of reasonable wealth, David and Peggy Bartley.
His second customers are a couple that had exceptionally asymmetrical riches and age and married late in life, Ray and Michelle Polanski. In the instance, Warrick is reading a report written by Peter Sullivan, a top estate planning advisor, which considers how estate planning strategies might need to change due to recent changes in estate tax law.
Specifically, Warrick must determine whether each couple should continue with their preexisting estate planning strategy, whether they should change this strategy somewhat, or whether they need to abandon their current strategy completely.
PUBLICATION DATE: January 30, 2014 PRODUCT #: 314088-PDF-ENG
This is just an excerpt. This case is about LEADERSHIP & MANAGING PEOPLE
Related Case Solutions & Analyses:
Integrated Reporting in the Cloud
Apple Computer (C): The Human Resource Function
A Note on Human Resources in Developing Economies
Communication Essentials for Female Executives to Develop Leadership Presence: Getting Beyond the Barriers of Understating Accomplishment
SMRT Trains – Managing Operations and Service Quality
Why Domestic Outsourcing is Leading America’s Reemergence in Global Manufacturing
Gerry Pasciucco at AIG Financial Products (A)
Women on boards of directors: Why skirts in seats aren’t enough
Walt Disney and the 1941 Animator’s Strike
Data-Driven City Management
