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Wealth Management EDGE
May 13 - 16, 2024
The Diplomat Beach ResortHollywood, Florida

Jack Elder
Estate Attorney at CBS Brokerage
Speaker

Profile

Jack F. Elder, J.D., LL.M. (Taxation) is the Senior Director of Advanced Planning for CBS Brokerage. He has nearly 20 years of experience advising high-net-worth and privately held business clients. Jack is a frequent presenter to attorneys, CPAs, trust advisors and insurance professionals. Jack utilizes his legal expertise and deep industry experience to assist CBS’s top producers and accounts with wealth transfer planning, business succession, executive compensation, and charitable giving. He excels at breaking down complex advanced planning strategies into easily understandable, practical, actionable components. Before joining CBS, Jack thrived in a variety of advanced planning roles in the life insurance industry. Prior to his career in life insurance, he was an estate planning attorney in suburban Maryland. Jack graduated from George Mason University School of Law in Virginia, and he earned his Master of Laws in Taxation from Georgetown University Law Center in the District of Columbia. In his free time, you can find Jack playing with his two daughters, Maggie and Dottie, and spending time with his wife, Jenny, in the suburbs of Philadelphia, Pennsylvania

Agenda Sessions

  • Planning for the Sunset of the High Estate Tax Exemption Amount

    2:20pm