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Description
The course provides an in-depth exploration of trust planning and estate planning strategies tailored to business owners and high-net-worth clients. The program is divided into three segments, each designed to equip advisors with the information and tools needed to offer value-added services and assist clients in creating flexible, efficient plans that align with their unique goals and circumstances. Program segments focus on foundational and strategic approaches to trust planning, advanced tax planning strategies, and actionable steps to preserve business continuity and secure family legacies. Discussions around a case study will illustrate real-life applications by highlighting key topics that include revocable and irrevocable trusts, strategies to preserve wealth and ensure privacy, and considerations for asset protection and tax efficiency. Together, these segments comprise a holistic approach to family business owner planning and provide advisors with the information and tools they need to help their clients achieve long-term success.
Learning Objectives
After completing the program, financial advisors and service professionals will be able to proactively address their clients’ succession and estate planning concerns; provide tailored strategies that adapt to their clients’ life changes, debt reduction goals, and succession needs; help clients manage succession and estate plans seamlessly; and ensure business and legal documents align across roles and minimize conflicts.