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“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families

February 27 @ 11:30 am - 1:00 pm

Presented by: Michael Offenheiser

Offering 1.0 hour of CLE and CPE credit

Join us for an in-depth presentation on Foundational Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families: Why it Requires More Than Just the Basics.

This presentation will explore how foundational estate planning—covering essentials like powers of attorney, health care directives, wills, and living trusts—becomes significantly more complex for high-net-worth and ultra-high-net-worth families. You’ll learn about the unique strategies and considerations required to address their needs effectively.

Key topics include:

  • how to create a robust, flexible trust structure that can evolve with time while preserving the core objectives of the plan;
  • the usefulness of incorporating a “directed trustee” structure with an “investment” trustee or “distribution” trustee;
  • best practices for protecting future beneficiaries from becoming “trust fund babies;”
  • integration of irrevocable trusts that are often already in place, or will be put in place in the future, including the establishment and exercise of “powers of appointment;”
  • and more!

 

Join Us at our office at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm.

 

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Thank you for your interest in this presentation. This event has reached full capacity, but we’ve started a waitlist. If a spot opens up, we’ll notify you as soon as possible!

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Venue

Brown & Streza, LLP

40 Pacifica, 15th Floor
Irvine, CA 92618 United States

Date & Time:

February 27 @ 11:30 am - 1:00 pm

Register: