Samantha T. Alexander and Alec R. Borenstein Presented Lunch and Learn at Bona Vita Benefits, “Strategic Wealth Preservation:  Leveraging Your High-Net-Worth Clients’ Businesses to Save Millions in Estate Taxes”

On May 21, 2025, Samantha Alexander and Alec Borenstein presented a lunch and learn at Bona Vita Benefits titled “Strategic Wealth Preservation:  Leveraging Your High-Net-Worth Clients’ Businesses to Save Millions in Estate Taxes” to financial advisors practicing in New York and New Jersey. The presentation focused on business succession planning and implementing estate planning vehicles such as spousal lifetime access trusts to minimize a client’s tax obligations.