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Advanced Planning Presents: Generational Wealth Planning


This is a virtual event, accessible online and over the phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Northwestern Mutual.

Northwestern Mutual invites you to participate in a live webinar presented by its Advanced Planning team on generational wealth planning. Our experts will share the strategies being evaluated by clients and walk-through planning scenarios for clients to consider.

What are the important generational wealth planning conversations to be having with clients today? How are clients managing taxes, both income and transfer taxes, for generational wealth transfers? What should clients do if they are not subject to a federal estate tax under the current law, but would if it sunsets as scheduled? This webinar will discuss these important questions and solutions that can help clients minimize their overall tax burden.

Educational Objectives:

•  Be able to evaluate the choices clients are making to minimize federal income taxes (including capital gain tax) and the trade-offs that may occur when trying to minimize estate tax.
•  Understand traps and opportunities when using life insurance to facilitate business succession.

Who would benefit most from attending this program?

This program is designed for attorneys, accountants, and CFP® practitioners who want to learn more about income tax (including capital gain tax) planning and how it affects their clients’ estate planning.  It also helps those who work with business owners. Attorneys, accountants and CFP® practitioners will also receive continuing education credit for their participation. Insurance continuing education will not be offered.


Steve Gorin, JD, CPA, CGMA
  • Partner
  • Thompson Coburn LLP

Steve is a Washington University alumnus (A.B. 1983, J.D. 1986), and a partner in the St. Louis office of the law firm of Thompson Coburn LLP, which also has offices in Chicago, Los Angeles, and Washington, D.C.  Before practicing law, Steve practiced accounting for 8 years, was a partner in a local CPA firm, and still maintains his CPA license and CGMA designation.  He is a past chair of the Business Planning Group of committees of the American Bar Association’s Real Property, Probate, Trust & Estate Law Section, a past chair of the Business Law Section of the Bar Association of Metropolitan St. Louis, and a member of the Business Planning Committee of the American College of Trust and Estate Counsel (ACTEC), including a current Regent of ACTEC and past chair of the Business Planning Committee’s subcommittee on pass-through entities.  He led ACTEC’s task force that made comments to the government in IRC §§ 199A (20% deduction for passthrough entities) and 643(f) (multiple trust rules). Steve publishes a quarterly newsletter, Gorin’s Business Succession Solutions, which includes the latest version of his materials, “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications” (over 1,700 pages in a fully searchable PDF) and highlights a few topics. To obtain the PDF and subscribe to the newsletter, both at no charge, go to For more detailed information about Steve, go to

Phillip A. H. Roemaat, JD, CPA, CLU®, CFP®
  • Senior Attorney
  • Northwestern Mutual

Phil joined Advanced Planning at Northwestern Mutual in 2015. Prior to coming to Northwestern Mutual, he was in private practice at a regional accounting firm, Baker Tilly Virchow Krause, LLP. His practice focused on income tax planning and compliance for high net worth individuals, closely held businesses, and their owners. During law school, Phil interned with Associated Banc-Corp and the Office of Chief Counsel with the Internal Revenue Service.

Continuing Education

1.2 CPE, 1.0 CLE, 1.2 CFP, 1.0 General COA,
Practice Areas:
Legal and Tax
• A basic understanding of federal transfer tax system. • A basic understanding of federal income tax system. • A basic understanding of general estate planning concepts.
Production Date: