Dan Peterson, President of E4 Insurance Services will have a conversation with Star Advisor, Zach Schnitzler. They’ll be sharing a specific estate planning case they worked for one of Zach’s Ultra-High Net Worth clients.
As Congress continues to implement changes to the taxation regime for the wealthiest Americans, your very best clients will be looking to you for advanced strategies to shield assets from the lifetime estate and gift tax exemption expirations that are around the corner. Zach and Dan will discuss their approach to the case and showcase some of tools they implemented to reduce risk exposure, craft a better after-tax outcome for the client. Don’t miss this important and timely episode!