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Wealth planning under the Biden administration

Watch a conversation on wealth planning, led by members of Bank of America Private Bank, the Chief Investment Office and Bank of America's Public Policy team.

headshots of Michael Pelzar, Jim Carlisle, Mitchell Drossman & Nancy Kistner

Experts discuss the Biden administration’s healthcare and infrastructure spending proposals and the impact on tax policies. The panel offers actionable estate planning strategies to help you prepare for potential tax changes and the anticipated economic growth.

Moderator:

Michael Pelzar Headshot

Michael Pelzar,
Head of National Trust Services,
Bank of America Private Bank

 

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Panelists:

Jim Carlisle headshot

Jim Carlisle,
Public Policy Executive,
Bank of America

Mitchell Drossman Headshot

Mitchell Drossman,
Chief Investment Office,
Merrill and Bank of America Private Bank

 

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Nancy Kistner headshot

Nancy Kistner,
Head of Wealth Planning Business Strategy,
Bank of America Private Bank

 

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