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 100 Spectrum Center Drive, 12th Floor* at 11:30 am for networking and a complimentary lunch. The presentation will begin at 12:00 pm.
*Located at a neighboring building while Brown & Streza is under construction
