Advanced Estate Planning: Strategies for Complex Wealth Structures

"With significant tax policy changes on the horizon, smart estate planning has never been more critical. This comprehensive workshop prepares you to help clients adapt their wealth transfer plans to an evolving tax landscape. Beyond simply reviewing legislative updates, this session delivers actionable strategies for preserving wealth and minimizing tax exposure despite regulatory uncertainty. You'll explore sophisticated planning techniques that protect client assets while accomplishing their legacy objectives. The program examines: • How proposed tax changes will impact traditional estate planning approaches • Wealth transfer techniques that remain effective in changing tax environments • Creative applications of split-interest trusts to balance family and charitable goals • Tax-efficient strategies for charitable giving using closely held business interests • Planning opportunities with generation-skipping transfer taxes • Strategic integration of life insurance to address liquidity needs and tax concerns You'll walk away with: • Clear frameworks for analyzing how tax changes affect existing estate plans • Practical approaches to maximize currently available exemptions and deductions • Methods for structuring charitable gifts to enhance tax benefits • Techniques for explaining complex planning concepts to clients in understandable terms • Strategies to help clients accomplish wealth preservation goals despite legislative changes Designed for: Estate planning specialists, wealth advisors, and tax professionals seeking advanced strategies to guide clients through uncertain tax environments. This session provides sophisticated planning techniques that go beyond basic estate planning approaches."