EST2409. Estate Planning for Multi-Generational Clients

This session focuses on the top estate planning issues -both quantitative and qualitative - when advising multi-generational families. We will explore the concepts and the financial implications of several strategies that will be affected by TCJA Sunset. The session will also examine research and recommendations from studies on the success of wealth transfer within UHNW families.

Learning Objectives:

• Identify key estate planning ideas for multi-generational UHNW clients.
• Compare strategies to maximize use of Estate/Gift/GST exemption.
• Recognize what CPAs can do to increase the likelihood of successful wealth transfer within UHNW families based on research regarding such transfers.