Workshop 3: Working with Highly Successful Families - Advanced Estate Planning

Tuesday, May 2, 2017 -
8:00am to 8:50am

Session type:

Highly successful families have important advanced estate planning needs.  This session will help advisors learn more about advanced planning concepts for use with their HNW and UHNW clients, and will provide timely, actionable ideas and talking points. Concepts explored include family governance, the use of family banks, licensed and unlicensed family fiduciary companies, split-purchase residence trusts, gifting techniques, proactive trust review, and identifying red flag planning opportunities.