Breakfast Seminar for Professionals
Are your clients truly benefiting from today’s most sophisticated planning techniques, or are opportunities being left on the table?
Join Pierro, Connor & Strauss for a dynamic breakfast program on Wednesday, October 21, designed for professionals who want to deliver more value while minimizing taxes, growing and retaining assets under management, or creating liquidity and leverage with insurance products.
Our attorneys will break down three powerful, underutilized Trust strategies:
- Beneficiary Defective Inheritor’s Trusts (BDIT’s)
- Spousal Lifetime Access Trusts (SLAT’s), and
- Grantor Retained Annuity Trusts (GRAT’s)
Find out which of these trusts can best elevate your clients’ tax efficiency, wealth transfer outcomes, and long-term planning success.
Walk away with practical insights and proven techniques that strengthen client relationships, differentiate your services, and position yourself as a go-to advisor for high-net-worth families.
Join us for breakfast and network to begin the day. Free to Attend.
Speakers
Event Details
REGISTER HERE
