Please join us on Tuesday, March 11, from 10:00 am to 11:00 am CT, for a live interactive webcast with our subject matter expert and FOX Partner, BerryDunn. 

Wealth transfer planning is a dynamic process influenced by evolving tax laws, economic shifts, and family priorities. This session explores key decision points through the lens of past, present, and future considerations, helping you anticipate possible changes like the estate tax exemption sunsetting at the end of the 2025.

We’ll examine the strategic pieces—trusts, gifting, business succession, and more—ensuring your estate plan is positioned for success. With multiple pathways available, we’ll discuss how to build resilience, maximize flexibility, and align your approach with long-term financial goals.

Whether you're starting, managing, or transitioning a family enterprise, this session provides actionable insights to help you preserve and enhance wealth for generations to come.

Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

NO CPE OFFERED FOR THIS WEBCAST.