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.
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.
Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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By: Policy And Taxation Group
Title: Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
Sourced From: www.youtube.com/watch?v=Xo41OQZu2oQ
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