WEPC Meeting: Property and Casualty Insurance Issues That Impact Estate Planning
A practical, educational overview of the property and casualty insurance issues that can materially affect client wealth, asset protection, and claim outcomes. The session will cover today’s insurance market, ownership and named-insured structure, common uninsured and underinsured exposures, and red flags that may signal a client’s insurance program needs reevaluation.
Presented by:
Christina Piazza is a Private Client risk advisor specializing in personal insurance strategies for high-net-worth individuals and families with complex risk profiles. She works closely with estate planning attorneys, financial advisors, and family offices to identify coverage gaps, align insurance structures with trusts and LLCs, and protect client wealth across generations.
Christina’s approach focuses on how insurance decisions impact broader planning outcomes, including liability exposure, ownership structure considerations, and claims scenarios that can disrupt even well-designed estate plans.
Relevant credentials:
P&C License, CPRIA (designation)
