Advanced estate planning: Trusts and family limited partnership strategies

As tax laws evolve and state regulations shift, high-net-worth individuals and families face new challenges in preserving and transferring wealth efficiently. This session will help you understand how trust structures, family partnerships and advanced planning strategies can strengthen your long-term financial and estate plans.

We introduce practical methods to help you secure, manage and transfer assets. We also discuss:

• Trust planning and how different types of trusts can support your goals.
• Income shifting through trusts and its potential tax advantages.
• Expanding state and local tax (SALT) deductions.
• Family partnership planning, including when a family limited partnership (FLP) makes sense.
• Advanced tax benefits for high-net-worth individuals and families.

Whether you’re seeking to reduce tax exposures, improve asset protection or help ensure a smooth transfer of wealth to future generations, this session will give you a clear understanding of available options.

Watch the replay for practical and proactive strategies for protecting wealth.