NEW ORLEANS ESTATE PLANNING COUNCIL

Making Estate Planning Great Again: Trumping Uncertainty with Strategies that Work in Any Environment

Tom Pauloski, National Managing Director of Bernstein’s Wealth Planning and Analysis Group will lead a discussion that addresses:

• The valuation discount controversy, key elements of President-Elect 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.

THOMAS J. PAULOSKI is National Managing Director for Wealth Planning and Analysis, the research division of Bernstein Global 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.  Previously, Tom was a partner at the Chicago law firm of Winston & Strawn LLP, where he concentrated his practice in estate, tax, and business planning.  Tom also has been a member of the Chicago law firm of Levin & Schreder, Ltd., a Vice President in the Private Client Group of Zurich Life in Long Grove, Illinois, and a partner at the Chicago law firm of Schiff Hardin & Waite.

Tom is a nationally known speaker on estate planning, tax, and insurance issues, and has written numerous articles and continuing legal education materials on estate planning topics.  He serves on the faculty of the American Bankers Association National Trust and National Graduate Trust Schools, and has served on the adjunct faculty of the Cannon Financial Institute Schools.  Tom has been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School.  Tom also has served on the editorial board of Trusts & Estates magazine.  He retired from the United States Naval Reserve in 2003, after 21 years of service.

Tom received his bachelor of science degree in environmental engineering from Northwestern University, and his juris doctor, magna cum laude, from Loyola University Chicago School of Law, where he served as editor-in-chief of the Loyola Law Journal.

Tom and his wife of 31 years, Barb, reside in Highland Park, Illinois, with their children, Kathie (a sophomore at the University of California at Berkeley) and Mike (a junior at Highland Park High School).