EST2519. Estate Planning for Multi-Generational Clients

This session will focus on both the financial and qualitative issues that need to be addressed when considering wealth transfer ideas for families with multi-generational wealth. Even if the Tax Cuts and Jobs Act (TCJA) is extended, families with multi-generational wealth face estate tax issues and just as important, seek to maintain family unity to preserve the wealth. Several proven concepts will be discussed.

Learning Objectives:

• Identify wealth transfer strategies most appropriate for multigenerational wealthy clients.
• Determine qualitative issues that need to be addressed to ensure successful transition of wealth to future generations.
• Analyze best practices for successfully advising ultra-high net worth clients regarding wealth transfer strategies.