Broker Check
22 May
Estate Planning Seminar II - How to pass assets to your loved ones in a tax-efficient manner when you’re not around


Topics covered include:  

  • Key elements in estate planning: will, trusts, power of attorney, health care proxy, and beneficiary designation 
  • Strategies to potentially avoid probate / protects privacy / potentially avoid estate tax 
  • Overview of popular trust setups and concepts 
  • Advanced gifting strategies and wealth transfer tools/vehicles 
  • Sophisticated wealth transfer strategies for non-US Citizens 

Date and Time

Wed, May 22, 2024

3:00p - 4:00p EST


Zoom webinar


Event Registration