Stephen Lewis and Tom Pauloski discuss how wealthy families, worried about giving too much, can benefit from a strategy to keep their assets but give away the future appreciation. Thomas J. Pauloski is a National Managing Director of Wealth Strategies. He works with private clients and their advisors on wealth transfer strategies, focusing on tax-efficient wealth management and asset allocation decisions. Prior to joining Bernstein in 2005, he was a partner in the trusts and estates department at Winston & Strawn LLP in Chicago. Tom is on the faculty of the American Bankers Association National Trust and National Graduate Trust schools; he has also been an adjunct professor at Loyola University Chicago School of Law and has taught estate planning classes at Northwestern University Law School. Tom earned a BS in environmental engineering from Northwestern University and a JD, magna cum laude, from Loyola University Chicago, where he served as editor-in-chief of the Loyola Law Journal. He retired as a commander from the US Naval Reserve in 2003, with 21 years of combined active duty and reserve service. For a copy of the Music to My Heirs research, go to: https://www.bernstein.com/bernstein/microsites/musictomyheirs/index.html
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