Estate Planning Mastery

This estate planning workshop is designed for professionals, business owners, investors, and other asset owners who may face significant capital gains or estate tax considerations—now or in the future. Learn key timing and tax-saving strategies to consider before selling highly appreciated assets, such as a business or family farm.

We’ll explore several powerful planning tools—including Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts—used to help minimize or even eliminate taxes, preserve family wealth, and maintain greater control over your legacy.

This 90-minute workshop will also include a Q&A session.

What you’ll learn:

• How to prepare before selling highly appreciated assets like a business or family farm
• Strategies to reduce or potentially eliminate capital gains and estate taxes
• How Donor Advised Funds, Qualified Charitable Distributions, and Charitable Remainder Trusts work
• Ways to preserve more wealth for your family and future generations
• Answers to your estate planning questions during a live Q&A session

Space is limited—reserve your seat now!