October 12, 2017
at Noon to 2pm
One Market Restaurant (Please enter through the main entrance of the Restaurant)
1 Market Street, (Cross Street - Steuart) San Francisco
Estate Planning Great Again:
Trumping Uncertainty with Strategies that Make Sense in Any Evnironment
Summary – A discussion that addresses the valuation discount controversy, key elements of
President Trump’s tax proposals (including repeal of the estate and gift taxes), the
obstacles that he may face getting those proposals enacted, and most importantly,
the “all-weather” planning strategies that make the most sense during this period of
legislative uncertainty. Tom will use the case study format and sophisticated wealth
forecasting software to highlight key findings.
Speaker: Thomas Pauloski
Bernstein's Wealth Planning and Analysis Group
A National Managing Director for Wealth Planning and Analysis, the research division of Bernstein
Private Wealth Management’s Private Client Group. He works with private clients and their advisors on
wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions.
Celina Carleton (Assistant to Andrew J. Weill, Secretary/Treasurer SFTC) at email@example.com
or by calling Celina at (415) 421-0730 no later than Tuesday, September 12, 2017 by noon.
Vegetarian meal needs, please make your request at the time of your RSVP.
This activity has been approved for MCLE Participatory Credit by the State Bar of California in the amount of 1.0 hour, of which 1.0 hour shall apply to legal specialist credit in taxation law. The San Francisco Club is a State Bar of California MCLE approved provider as well as an approved provider of specialized credit in taxation law. Accountants will be entitled to credit for one class hour on the subject of taxation. You must sign-in at the meeting in order to receive participatory credits.