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DTSTART;TZID=UTC:20250812T113000
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SUMMARY:“Not-Too-Basic” Basic Estate Planning for High-Net-Worth and Ultra-High-Net-Worth Families
DESCRIPTION:Presented by: Michael Offenheiser \nOffering 1.0 hour of CLE and CPE credit \nJoin 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. \nThis presentation will explore how foundational estate planning—covering essentials like powers of attorney\, health care directives\, wills\, and living trusts—can become 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. \nKey topics include: \n\nhow to create a robust\, flexible trust structure that can evolve with time while preserving the core objectives of the plan;\nthe usefulness of incorporating a “directed trustee” structure with an “investment” trustee or “distribution” trustee;\nbest practices for protecting future beneficiaries from becoming “trust fund babies;”\nintegration 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;”\nand more!\n\n  \nJoin 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. \n*Located at a neighboring building while Brown & Streza is under construction \n  \nPlease enable JavaScript in your browser to complete this form.Please enable JavaScript in your browser to complete this form.Name *FirstLast		\n			Phone event? you\n			\n		\n		Email *Phone *Organization *Job Title *How did you hear about this event? *Questions for the PresenterRSVP
URL:https://www.brownandstreza.com/event/not-too-basic-basic-estate-planning-for-high-net-worth-and-ultra-high-net-worth-families/
LOCATION:100 Spectrum Center Drive\, 12th Floor\, 100 Spectrum Center Drive\, 12th Floor\, Irvine\, California\, 92618
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