[REPLAY] Advanced and Specialty Markets Spotlight Series – Advanced Wealth Transfer Strategies from Allianz

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Recorded 05/10/22

This webinar covered: 

  • Common wealth transfer goals and objectives of affluent families
  • Strategies for minimizing estate, gift and generation skipping taxes
  • Strategies for accomplishing non-tax wealth transfer objectives (i.e. creditor protection, avoiding family discord, keeping family wealth in the family, etc.)
  • Potential legislation that could impact wealth transfer planning
  • Tips on effectively working with a client’s team of wealth professionals (i.e. legal, tax, family offices, etc.) 
Watch the replay