Learning Objectives:
• Understand the challenges for families attempting to transfer wealth to future generations.
• Identify opportunities to minimize the impact of federal and state income taxes on trusts and estates while preserving family harmony.
• Determine ways to help clients align their tax planning strategies with their values to create a lasting legacy.
Agenda:
I. What Are Families Attempting to Preserve?
II. The Problem: What Happens to Most Wealthy Families?
III. The Solution: Secrets of Successful Families
a. Team of Advisors
b. Investment Planning
c. Tax Planning
d. Family Governance