Featuring:
Leslie Geller
Senior Wealth Strategist
Lauren Liebes
Wealth Strategist
Anne Gifford Ewing
Senior Trust, Estate and Fiduciary Strategist
1 hour CE credit for CFP and IWI*
How can advisors help clients make good year-end decisions on tax and estate planning?
Join us for an exclusive webinar where we discuss the policy implications of the midterm elections, key year-end reminders for tax and estate planning, and ways to help clients start 2027 with solid steps on estate planning basics. We'll also take a close look how advisors can help clients think through state and local tax issues, a topic that is becoming more central in tax and residency decisions. For 2027, we'll provide guidance on how advisors can help clients begin the wealth planning process or plan and hold their first family wealth briefing.
Event date:November 12, 2026
Leslie Geller is a senior wealth strategist at Capital Group. She has 19 years of related industry experience and has been with Capital Group for seven years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra-high-net-worth clients on all matters related to taxation, wealth transfer and family governance. Before that, she was an associate at Cleary Gottlieb. She received an LLM in taxation from New York University School of Law, a juris doctor from Boston College Law School and a bachelor’s degree from Washington and Lee University. Leslie is based in Los Angeles.
Lauren Liebes is a wealth strategist at Capital Group. She has 18 years of related industry experience and has been with Capital Group for one year. Prior to joining Capital, Lauren worked as a wealth planner at Citi Private Bank. Before that, she worked as an attorney with the Tax and Estate Planning Practice Group at Sheppard Mullin Richter & Hampton LLP. She received an LLM in taxation and a certificate in estate planning from Georgetown University Law Center, a juris doctor from Southwestern Law School and a bachelor's degree from Boston University. Lauren is based in Washington, D.C.
Anne Gifford Ewing is a senior trust, estate and fiduciary strategist with Capital Group Private Client Services and Capital Bank and Trust Company, focusing on trust, estate, tax and personal planning matters. Prior to rejoining our firm in 2019, Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as a certified specialist in estate planning, trust and probate law by the California Board of Legal Specialization of the State Bar of California. Anne received her JD from the University of California College of the Law, San Francisco, and both her master's and bachelor's degrees from Stanford University. She is based Los Angeles.