Estate planning strategies for high net-worth clients

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Speaker
Jordan Skog

Topic

Join us for an in-depth webinar designed to help you better serve affluent clients with sophisticated estate planning strategy needs.

Jordan Skog, V.P. of Life Advanced Markets, will share timely insights, planning considerations, and actionable strategies to help your clients navigate today’s evolving wealth transfer landscape – including:

• Wealth transfer goals and considerations for high net worth families
• Strategies focused on tax minimization and long-term efficiency
• Approaches designed to achieve non-tax objectives in estate planning strategies
• Recent and potential legislation and court cases that may impact wealth transfer