Advising Families on Estate Planning Harvard Case Solution & Analysis

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

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