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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Jack Elder
Estate Attorney at 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.

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