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 leading professionals in Estate Planning, Tax Planning and Trust Administration for a dynamic breakfast program designed for financial advisors, wealth managers, accountants, tax professionals and attorneys serving high-net-worth clients.
Louis Pierro and Anthony Khatchoui will focus on advanced estate planning and wealth transfer strategies, including BDITs, SLATs, GRATs and IDGTs.
Gail Cohen will share insights on administration of trusts, shaped by more than three decades at the forefront of trust and fiduciary practice, and drawing on her experience as former Chief Trust Counsel and senior leader at Fiduciary Trust International.
Gerard Dimino will examine the income, capital gains, gift, estate and GST tax considerations that can shape sophisticated wealth transfer strategies, drawing on his distinguished career advising high-net-worth individuals and families.
Prepare for 2027
Out-plan the competition and grow your business by knowing which strategies will maximize your clients’ tax efficiency, wealth transfer outcomes and long-term planning success. Learn about:
- Beneficiary Defective Inheritor’s Trusts (BDIT’s)
- Spousal Lifetime Access Trusts (SLAT’s), and
- Grantor Retained Annuity Trusts (GRAT’s)
- Intentionally Defective Grantor Trusts (IDGT’s)
Connect With Your Professional Peers
Build relationships with other professionals serving high-net-worth clients, exchange perspectives and develop referral relationships that can strengthen your practice.
REGISTER HERE
