Estate Planning for High-Net-Worth Families: Beyond the Basics with Michael Offenheiser, Partner, Brown & Streza.
This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael Offenheiser from Brown & Streza discussing fundamental estate planning for high net worth families. Michael explains that effective estate planning for wealthy families requires more than basic wills and trusts. He covers creating robust and flexible trust structures, incorporating directed trustee structures, integrating irrevocable trusts, and using powers of appointment. The webcast aims to provide viewers with practical strategies for building flexible, protective, and future-driven estate plans. Michael also discusses the importance of avoiding probate and conservatorship, tax-efficient planning, and protecting assets from creditors, estate taxes, and divorce. He addresses the complexities of managing wealth across generations, including business succession planning and the integration of complex assets. The video also touches on the current estate tax laws and potential changes.
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions, and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization.
Family Enterprise USA promotes family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.
Family Enterprise USA members meet with legislators in Washington D.C., to present non-partisan intelligence, research and information on the economic impact family businesses have on the US economy and job growth, as well as the contributions they make to their communities.
We hope your family will choose to be a member of Family Enterprise USA. For more information please contact us.
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By: Family Enterprise USA
Title: Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
Sourced From: www.youtube.com/watch?v=bMfWoRdkwfo
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