Estate Planning and the Role of the Investment and Wealth Advisor

Attorney Christopher Boyett will update attendees on the current changes in tax law that will affect estate-planning for affluent clients. He will present two case studies, one addressing issues for affluent families in the $10–$30-million range and the other for affluent clients in the $80-million-plus range. Using these case studies, advisors will learn estate-planning strategies to better serve their clients.