Estate Planners Day 2023
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https://estate-planners-day-2023.eventbrite.com
David Jones
David Jones is a Director of BlackRock Investment Strategy and Markets Coverage. Based in New York, he and the team focus primarily on delivering global macro thought leadership, investment insights, ETF implementation, education and trading guidance to both retail and institutional clients of the firm.
Prior to joining BlackRock, he was Global Investment Strategist and Director at Bank of America Securities. His other professional experiences include serving at the International Monetary Fund (IMF) for 6 years as Senior Financial Economist in the Monetary and Capital Markets Division and working on the Desk of the New York Fed's Markets Group from 2006 to 2014.
David holds a Masters in International Affairs from Columbia University and a Bachelors in Economics from University of Chicago.
Lauren I. Mechaly
Lauren I. Mechaly focuses her practice on elder law, special needs planning, estate planning and estate administration.
As an elder law practitioner, she assists seniors with a variety of legal issues, including estate planning and long-term care planning. This also includes establishing and maintaining eligibility for means-tested government benefits, assisting in nursing home admissions and obtaining homecare services for the elderly.
As a special needs practitioner, Lauren assists individuals with special needs and their families in promoting the best quality of life for disabled individuals. She assists in establishing and maintaining eligibility for government benefits, and in obtaining community support and services for individuals with disabilities. She also assists financial institutions and corporate fiduciaries with judicial and administrative accountings, and offers counseling in the administration of special needs trusts.
As an estate planner, Lauren deals with issues pertaining to estate and tax planning and asset preservation. She assists clients with the tax efficient transfer of assets during life and after death, crafting customized estate plans to meet the individual needs of her clients. This includes the preparation of estate planning documents such as Wills, Trusts and Advance Directives.
Lauren has authored and/or co-authored articles relating to various matters in her practice areas.
Prior to joining Schenck Price, Lauren was an associate in the Private Clients, Trusts & Estates group of a large firm in New York City.
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