Chris will concentrate on sharing estate planning case studies and strategies for high-net-worth clients. Don’t miss your chance to find out why leaders in this elite planning space are actively preparing clients for what’s to come.
Partner
Husch Blackwell
Chris is a leading estate planning attorney who has built a truly national practice stretching from coast to coast. Many of the clients he serves have a net worth that often reaches ten figures, and a number are found on the Forbes 400 list and include professional athletes, professional sports team owners, entertainers and owners of large closely held businesses. These are individuals who have truly lived the American dream, and Chris values the opportunity to work with and learn from them.
A successful businessman himself, Chris owns multiple financial services businesses, as well as real estate across the country—a position that means he understands firsthand the challenges and complexities of managing both companies and properties, and he readily identifies with clients’ goals and desires for their own businesses. He also holds a Certified Public Accountant certificate and has extensive experience in federal transfer taxation and various income tax and estate planning techniques. He regularly provides ongoing business counseling and guidance to many families and family businesses.
Vice President, Advanced Planning
Prudential Financial, Inc.
Karen has more than 34 years of experience in the financial services industry. Previously, she worked at The Hartford as an Advanced Markets Consultant.
Karen has been an invited speaker nationwide on a variety of retirement planning, advanced markets, and other financial topics. She has also taught continuing education courses for Certified Financial Planner’sTM, Attorneys, and Certified Public Accountants.
Born and educated in London, England, Karen has earned the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Chartered Advisor for Senior Living (CASL®) designations