Equal vs. Fair: The polarity in estate planning
One of the biggest decisions in estate planning is “Do I make things equal?” or “Do I make things fair?” Join Morris Saunders and Shannon Zur as they discuss this tough decision and how to help families choose the best method for them in their planning. Gain clarity on what “equal” and “fair” mean in estate planning and learn ways to walk through the differences with families.
This event will be interactive and provide suggestions to assist advisors and families in thinking through this momentous decision. Through interactive discussion we will:
· Look at real world examples and what equal or fair look like in different situations
· Discuss the pros and cons of equal and fair treatment
· Suggest methods to help families work through the decision process
About the Presenters
Presenter: Shannon Zur
Title: Family Office Director
Organization: Vogel Consulting
For more than 20 years, Shannon Zur has worked as a certified public accountant and registered investment advisor, serving multi-generational families. She began her career at M&I Northern Bank as an auditor. Shannon joined Vogel Consulting in 1998, and through the years has worked to support, and now lead, many of the firm’s largest and most complex family relationships. Shannon graduated with honors from the University of Wisconsin-Oshkosh and holds a Bachelor of Science degree in both accounting and finance. She is a member of the American Institute for Certified Public Accountants and Wisconsin Institute of Certified Accountants and actively involved in the Waukesha community as both a professional and a mother of two. She is a member of the Waukesha Noon Lioness Club, treasurer of the parent-teacher league, and active in her church.
Presenter: Morris Saunders
Title: Shareholder and Attorney
Organization: Levin Ginsberg
For approximately 40 years, Morris Saunders has provided legal counsel to famililes and closely held businesses. His practice concentrates in business and tax areas, including, mergers, acquisitions and divestitures, business succession planning, deferred compensation, qualified and non-qualified employee benefit plans, and also in wealth preservation and estate planning. Morris holds a Bachelor of Arts degree in American Government from the University of Virginia, a Juris Doctorate from The John Marshall Law School, and a Master of Law in Tax from DePaul University College of Law. He is a member of various bar associations and a founding member of the Private Directors Association. He speaks to various professional and community groups and has hosted a series of workshops for the College of Lake County aimed at teaching small business owners various legal aspects of forming business entities, maintaining those entities and other issues facing business owners.